GWM
OKS

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

Gupta 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
2016
Q1 		$204K Hold
6,500
– – 0.05% 243
2015
Q4 		$196K Hold
6,500
– – 0.05% 251
2015
Q3 		$190K Hold
6,500
– – 0.05% 260
2015
Q2 		$221K Sell
6,500
-410
-6% -$16.2K 0.05% 241
2015
Q1 		$282K Buy
+6,910
New +$289K 0.08% 182

Other funds holding OKS

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gupta Wealth Management's OKS Position: Q1 2016 in Review

Gupta Wealth Management held its Oneok Partners LP (OKS) position steady in Q1 2016 at 6,500 shares worth $204K. The position accounts for 0.05% of the portfolio, ranked #243.

Gupta Wealth Management first reported a position in OKS in Q1 2015 and has held it in 5 quarters since. The position peaked at $282K in Q1 2015. 282 funds tracked by Wall St. Rank hold OKS as of Q1 2016.

  • Gupta Wealth Management held 6,500 shares of Oneok Partners LP worth $204K as of Q1 2016.
  • Gupta Wealth Management left its Oneok Partners LP share count unchanged in Q1 2016.
  • Oneok Partners LP made up 0.05% of Gupta Wealth Management's portfolio in Q1 2016, its #243 holding.
  • Gupta Wealth Management first reported a position in Oneok Partners LP in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Oneok Partners LP position peaked at $282K in Q1 2015.
  • 282 funds tracked by Wall St. Rank held Oneok Partners LP as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.