Evercore Wealth Management’s Oneok Partners LP OKS Stock Holding History

Evercore Wealth Management’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
2016 Q3	–	Sell	-428	Closed	-$17K	–	1081
2016 Q2	$17K	Buy	+428	New	+$15.7K	﹤0.01%	787
2015 Q4	–	Sell	-500	Closed	-$15K	–	1097
2015 Q3	$15K	Sell	500 -12,000	-96%	-$388K	﹤0.01%	794
2015 Q2	$425K	Hold	12,500	–	–	0.02%	294
2015 Q1	$510K	Hold	12,500	–	–	0.02%	271
2014 Q4	$496K	Hold	12,500	–	–	0.02%	239
2014 Q3	$700K	Hold	12,500	–	–	0.04%	223
2014 Q2	$732K	Buy	12,500 +12,000	+2,400%	+$669K	0.04%	223
2014 Q1	$27K	Sell	500 -500	-50%	-$26.6K	﹤0.01%	704
2013 Q4	$52K	Sell	1,000 -8	-0.8%	-$422	﹤0.01%	555
2013 Q3	$54K	Buy	1,008 +508	+102%	+$25.8K	﹤0.01%	564
2013 Q2	$25K	Buy	+500	New	+$26.3K	﹤0.01%	632

Other funds holding OKS

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return