FM
OKS

Family Management’s Oneok Partners LP OKS Stock Holding History

Family 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
2015
Q1 		– Sell
-62,550
Closed -$2.48M – 95
2014
Q4 		$2.48M Buy
62,550
+7,875
+14% +$373K 1.12% 34
2014
Q3 		$3.06M Buy
54,675
+40,075
+274% +$2.28M 1.39% 30
2014
Q2 		$856K Buy
+14,600
New +$814K 0.42% 47

Other funds holding OKS

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Family Management's OKS Position: Q1 2015 in Review

Family Management sold out of Oneok Partners LP (OKS) in Q1 2015, closing a stake of 62,550 shares — an estimated $2.48M sold.

Family Management first reported a position in OKS in Q2 2014 and held it in 3 quarters. The position peaked at $3.06M in Q3 2014. 324 funds tracked by Wall St. Rank hold OKS as of Q1 2015.

  • Family Management reported no remaining Oneok Partners LP position as of Q1 2015 after selling out during the quarter.
  • Family Management sold 62,550 Oneok Partners LP shares in Q1 2015, an estimated $2.48M.
  • Family Management first reported a position in Oneok Partners LP in Q2 2014 and held it in 3 quarters.
  • Family Management's Oneok Partners LP position peaked at $3.06M in Q3 2014.
  • 324 funds tracked by Wall St. Rank held Oneok Partners LP as of Q1 2015.

Based on Family Management's 13F filing for Q1 2015, filed 19 May 2015.