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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

HFA

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CCCA

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

Evercore Wealth Management's OKS Position: Q3 2016 in Review

Evercore Wealth Management sold out of Oneok Partners LP (OKS) in Q3 2016, closing a stake of 428 shares — an estimated $17K sold.

Evercore Wealth Management first reported a position in OKS in Q2 2013 and held it in 11 quarters. The position peaked at $732K in Q2 2014. 311 funds tracked by Wall St. Rank hold OKS as of Q3 2016.

Evercore Wealth Management reported no remaining Oneok Partners LP position as of Q3 2016 after selling out during the quarter.
Evercore Wealth Management sold 428 Oneok Partners LP shares in Q3 2016, an estimated $17K.
Evercore Wealth Management first reported a position in Oneok Partners LP in Q2 2013 and held it in 11 quarters.
Evercore Wealth Management's Oneok Partners LP position peaked at $732K in Q2 2014.
311 funds tracked by Wall St. Rank held Oneok Partners LP as of Q3 2016.

Based on Evercore Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.