Homrich & Berg’s Oneok Partners LP OKS Stock Holding History

Homrich & Berg’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 Q2	–	Sell	-3,806	Closed	-$205K	–	321
2017 Q1	$205K	Buy	+3,806	New	+$190K	0.02%	285

Other funds holding OKS

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Homrich & Berg's OKS Position: Q2 2017 in Review

Homrich & Berg sold out of Oneok Partners LP (OKS) in Q2 2017, closing a stake of 3,806 shares — an estimated $205K sold.

Homrich & Berg first reported a position in OKS in Q1 2017 and held it in 1 quarter. The position peaked at $205K in Q1 2017. 315 funds tracked by Wall St. Rank hold OKS as of Q2 2017.

Homrich & Berg reported no remaining Oneok Partners LP position as of Q2 2017 after selling out during the quarter.
Homrich & Berg sold 3,806 Oneok Partners LP shares in Q2 2017, an estimated $205K.
Homrich & Berg first reported a position in Oneok Partners LP in Q1 2017 and held it in 1 quarter.
Homrich & Berg's Oneok Partners LP position peaked at $205K in Q1 2017.
315 funds tracked by Wall St. Rank held Oneok Partners LP as of Q2 2017.

Based on Homrich & Berg's 13F filing for Q2 2017, filed 8 Aug 2017.