FNBT
OKS

FineMark National Bank & Trust’s Oneok Partners LP OKS Stock Holding History

FineMark National Bank & Trust’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
2017
Q1 		– Sell
-1,616
Closed -$70K – 1224
2016
Q4 		$70K Hold
1,616
– – 0.01% 562
2016
Q3 		$65K Buy
1,616
+116
+8% +$4.63K 0.01% 555
2016
Q2 		$60K Buy
1,500
+50
+3% +$1.83K 0.01% 546
2016
Q1 		$46K Hold
1,450
– – 0.01% 597
2015
Q4 		$44K Hold
1,450
– – 0.01% 633
2015
Q3 		$42K Sell
1,450
-600
-29% -$19.4K 0.01% 669
2015
Q2 		$70K Hold
2,050
– – 0.01% 567
2015
Q1 		$84K Sell
2,050
-2,250
-52% -$94.1K 0.01% 532
2014
Q4 		$170K Buy
4,300
+1,800
+72% +$85.4K 0.03% 380
2014
Q3 		$140K Buy
2,500
+1,050
+72% +$59.9K 0.02% 395
2014
Q2 		$85K Hold
1,450
– – 0.01% 508
2014
Q1 		$78K Hold
1,450
– – 0.01% 505
2013
Q4 		$76K Sell
1,450
-200
-12% -$10.5K 0.02% 492
2013
Q3 		$87K Sell
1,650
-70
-4% -$3.55K 0.02% 460
2013
Q2 		$85K Buy
+1,720
New +$90.4K 0.03% 433

Other funds holding OKS

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

FineMark National Bank & Trust's OKS Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Oneok Partners LP (OKS) in Q1 2017, closing a stake of 1,616 shares — an estimated $70K sold.

FineMark National Bank & Trust first reported a position in OKS in Q2 2013 and held it in 15 quarters. The position peaked at $170K in Q4 2014. 368 funds tracked by Wall St. Rank hold OKS as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining Oneok Partners LP position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 1,616 Oneok Partners LP shares in Q1 2017, an estimated $70K.
  • FineMark National Bank & Trust first reported a position in Oneok Partners LP in Q2 2013 and held it in 15 quarters.
  • FineMark National Bank & Trust's Oneok Partners LP position peaked at $170K in Q4 2014.
  • 368 funds tracked by Wall St. Rank held Oneok Partners LP as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.