IWA
OKS

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

IBEX 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
2017
Q1 		– Sell
-34,497
Closed -$1.51M – 454
2016
Q4 		$1.51M Buy
+34,497
New +$1.43M 0.72% 51

Other funds holding OKS

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

IBEX Wealth Advisors's OKS Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Oneok Partners LP (OKS) in Q1 2017, closing a stake of 34,497 shares — an estimated $1.51M sold.

IBEX Wealth Advisors first reported a position in OKS in Q4 2016 and held it in 1 quarter. The position peaked at $1.51M in Q4 2016. 368 funds tracked by Wall St. Rank hold OKS as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining Oneok Partners LP position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 34,497 Oneok Partners LP shares in Q1 2017, an estimated $1.51M.
  • IBEX Wealth Advisors first reported a position in Oneok Partners LP in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's Oneok Partners LP position peaked at $1.51M in Q4 2016.
  • 368 funds tracked by Wall St. Rank held Oneok Partners LP as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.