GGPS
OKS

Gary Goldberg Planning Services’s Oneok Partners LP OKS Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$40K Hold
1,020
– – 0.02% 244
2014
Q3 		$57K Buy
1,020
+460
+82% +$26.2K 0.02% 206
2014
Q2 		$33K Hold
560
– – 0.01% 260
2014
Q1 		$30K Hold
560
– – 0.01% 255
2013
Q4 		$29K Sell
560
-40
-7% -$2.11K 0.02% 232
2013
Q3 		$32K Hold
600
– – 0.02% 225
2013
Q2 		$30K Buy
+600
New +$31.5K 0.02% 221

Other funds holding OKS

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
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
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gary Goldberg Planning Services's OKS Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Oneok Partners LP (OKS) position steady in Q4 2014 at 1,020 shares worth $40K. The position accounts for 0.02% of the portfolio, ranked #244.

Gary Goldberg Planning Services first reported a position in OKS in Q2 2013 and has held it in 7 quarters since. The position peaked at $57K in Q3 2014. 317 funds tracked by Wall St. Rank hold OKS as of Q4 2014.

  • Gary Goldberg Planning Services held 1,020 shares of Oneok Partners LP worth $40K as of Q4 2014.
  • Gary Goldberg Planning Services left its Oneok Partners LP share count unchanged in Q4 2014.
  • Oneok Partners LP made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #244 holding.
  • Gary Goldberg Planning Services first reported a position in Oneok Partners LP in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's Oneok Partners LP position peaked at $57K in Q3 2014.
  • 317 funds tracked by Wall St. Rank held Oneok Partners LP as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.