JIC
OKS

Joel Isaacson & Co’s Oneok Partners LP OKS Stock Holding History

Joel Isaacson & Co’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 		– Sell
-514
Closed -$15K – 816
2015
Q4 		$15K Hold
514
– – ﹤0.01% 509
2015
Q3 		$15K Buy
+514
New +$16.6K ﹤0.01% 532

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

Joel Isaacson & Co's OKS Position: Q1 2016 in Review

Joel Isaacson & Co sold out of Oneok Partners LP (OKS) in Q1 2016, closing a stake of 514 shares — an estimated $15K sold.

Joel Isaacson & Co first reported a position in OKS in Q3 2015 and held it in 2 quarters. The position peaked at $15K in Q4 2015. 282 funds tracked by Wall St. Rank hold OKS as of Q1 2016.

  • Joel Isaacson & Co reported no remaining Oneok Partners LP position as of Q1 2016 after selling out during the quarter.
  • Joel Isaacson & Co sold 514 Oneok Partners LP shares in Q1 2016, an estimated $15K.
  • Joel Isaacson & Co first reported a position in Oneok Partners LP in Q3 2015 and held it in 2 quarters.
  • Joel Isaacson & Co's Oneok Partners LP position peaked at $15K in Q4 2015.
  • 282 funds tracked by Wall St. Rank held Oneok Partners LP as of Q1 2016.

Based on Joel Isaacson & Co's 13F filing for Q1 2016, filed 18 Apr 2016.