FWM
OKS

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

Frontier 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
2015
Q2 		– Sell
-11,700
Closed -$478K – 390
2015
Q1 		$478K Sell
11,700
-2,000
-15% -$83.6K 0.08% 172
2014
Q4 		$543K Buy
+13,700
New +$650K 0.1% 135

Other funds holding OKS

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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
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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Frontier Wealth Management's OKS Position: Q2 2015 in Review

Frontier Wealth Management sold out of Oneok Partners LP (OKS) in Q2 2015, closing a stake of 11,700 shares — an estimated $478K sold.

Frontier Wealth Management first reported a position in OKS in Q4 2014 and held it in 2 quarters. The position peaked at $543K in Q4 2014. 317 funds tracked by Wall St. Rank hold OKS as of Q2 2015.

  • Frontier Wealth Management reported no remaining Oneok Partners LP position as of Q2 2015 after selling out during the quarter.
  • Frontier Wealth Management sold 11,700 Oneok Partners LP shares in Q2 2015, an estimated $478K.
  • Frontier Wealth Management first reported a position in Oneok Partners LP in Q4 2014 and held it in 2 quarters.
  • Frontier Wealth Management's Oneok Partners LP position peaked at $543K in Q4 2014.
  • 317 funds tracked by Wall St. Rank held Oneok Partners LP as of Q2 2015.

Based on Frontier Wealth Management's 13F filing for Q2 2015, filed 17 Aug 2015.