Jones Financial Companies
OKS

Jones Financial Companies’s Oneok Partners LP OKS Stock Holding History

Jones Financial Companies’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
2013
Q4 		– Sell
-400
Closed -$21K – 626
2013
Q3 		$21K Hold
400
– – ﹤0.01% 415
2013
Q2 		$20K Buy
+400
New +$21K ﹤0.01% 476

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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JP Morgan Chase
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

Jones Financial Companies's OKS Position: Q4 2013 in Review

Jones Financial Companies sold out of Oneok Partners LP (OKS) in Q4 2013, closing a stake of 400 shares — an estimated $21K sold.

Jones Financial Companies first reported a position in OKS in Q2 2013 and held it in 2 quarters. The position peaked at $21K in Q3 2013. 330 funds tracked by Wall St. Rank hold OKS as of Q4 2013.

  • Jones Financial Companies reported no remaining Oneok Partners LP position as of Q4 2013 after selling out during the quarter.
  • Jones Financial Companies sold 400 Oneok Partners LP shares in Q4 2013, an estimated $21K.
  • Jones Financial Companies first reported a position in Oneok Partners LP in Q2 2013 and held it in 2 quarters.
  • Jones Financial Companies's Oneok Partners LP position peaked at $21K in Q3 2013.
  • 330 funds tracked by Wall St. Rank held Oneok Partners LP as of Q4 2013.

Based on Jones Financial Companies's 13F filing for Q4 2013, filed 14 Feb 2014.