HWA
OKS

Heritage Wealth Advisors’s Oneok Partners LP OKS Stock Holding History

Heritage Wealth Advisors’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
-13,846
Closed -$549K – 97
2014
Q4 		$549K Sell
13,846
-2,040
-13% -$96.7K 0.49% 41
2014
Q3 		$886K Buy
15,886
+428
+3% +$24.4K 0.92% 21
2014
Q2 		$904K Buy
15,458
+268
+2% +$14.9K 0.97% 21
2014
Q1 		$811K Buy
15,190
+4,496
+42% +$239K 0.94% 21
2013
Q4 		$566K Buy
+10,694
New +$564K 0.71% 28

Other funds holding OKS

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
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 $3.66B AUM 20.05% 1-Year Est. Return

Heritage Wealth Advisors's OKS Position: Q1 2015 in Review

Heritage Wealth Advisors sold out of Oneok Partners LP (OKS) in Q1 2015, closing a stake of 13,846 shares — an estimated $549K sold.

Heritage Wealth Advisors first reported a position in OKS in Q4 2013 and held it in 5 quarters. The position peaked at $904K in Q2 2014. 323 funds tracked by Wall St. Rank hold OKS as of Q1 2015.

  • Heritage Wealth Advisors reported no remaining Oneok Partners LP position as of Q1 2015 after selling out during the quarter.
  • Heritage Wealth Advisors sold 13,846 Oneok Partners LP shares in Q1 2015, an estimated $549K.
  • Heritage Wealth Advisors first reported a position in Oneok Partners LP in Q4 2013 and held it in 5 quarters.
  • Heritage Wealth Advisors's Oneok Partners LP position peaked at $904K in Q2 2014.
  • 323 funds tracked by Wall St. Rank held Oneok Partners LP as of Q1 2015.

Based on Heritage Wealth Advisors's 13F filing for Q1 2015, filed 6 May 2015.