EFS
OKS

Essex Financial Services’s Oneok Partners LP OKS Stock Holding History

Essex Financial Services’s Portfolio OKS Stock Details OKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-3,892
Closed -$205K – 301
2013
Q4 		$205K Buy
3,892
+5
+0.1% +$264 0.07% 260
2013
Q3 		$206 Buy
+3,887
New +$197K 0.06% 245

Other funds holding OKS

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Essex Financial Services's OKS Position: Q1 2014 in Review

Essex Financial Services sold out of Oneok Partners LP (OKS) in Q1 2014, closing a stake of 3,892 shares — an estimated $205K sold.

Essex Financial Services first reported a position in OKS in Q3 2013 and held it in 2 quarters. The position peaked at $205K in Q4 2013. 325 funds tracked by Wall St. Rank hold OKS as of Q1 2014.

  • Essex Financial Services reported no remaining Oneok Partners LP position as of Q1 2014 after selling out during the quarter.
  • Essex Financial Services sold 3,892 Oneok Partners LP shares in Q1 2014, an estimated $205K.
  • Essex Financial Services first reported a position in Oneok Partners LP in Q3 2013 and held it in 2 quarters.
  • Essex Financial Services's Oneok Partners LP position peaked at $205K in Q4 2013.
  • 325 funds tracked by Wall St. Rank held Oneok Partners LP as of Q1 2014.

Based on Essex Financial Services's 13F filing for Q1 2014, filed 8 May 2014.