EWM
OKS
Evercore Wealth Management’s Oneok Partners LP OKS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-428
| Closed | -$17K | – | 1081 |
|
|
2016
Q2 | $17K | Buy |
+428
| New | +$17K | ﹤0.01% | 787 |
|
|
2015
Q4 | – | Sell |
-500
| Closed | -$15K | – | 1097 |
|
|
2015
Q3 | $15K | Sell |
500
-12,000
| -96% | -$360K | ﹤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% | +$703K | 0.04% | 223 |
|
|
2014
Q1 | $27K | Sell |
500
-500
| -50% | -$27K | ﹤0.01% | 704 |
|
|
2013
Q4 | $52K | Sell |
1,000
-8
| -0.8% | -$416 | ﹤0.01% | 555 |
|
|
2013
Q3 | $54K | Buy |
1,008
+508
| +102% | +$27.2K | ﹤0.01% | 564 |
|
|
2013
Q2 | $25K | Buy |
+500
| New | +$25K | ﹤0.01% | 632 |
|