JMPWA
OKS

JP Morgan Private Wealth Advisors’s Oneok Partners LP OKS Stock Holding History

JP Morgan Private 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
Q2 		– Sell
-3,866
Closed -$209K – 1410
2017
Q1 		$209K Buy
+3,866
New +$193K ﹤0.01% 1225
2016
Q4 		– Sell
-5,360
Closed -$214K – 1331
2016
Q3 		$214K Buy
5,360
+60
+1% +$2.4K ﹤0.01% 1125
2016
Q2 		$212K Sell
5,300
-1,610
-23% -$58.9K ﹤0.01% 1132
2016
Q1 		$217K Buy
+6,910
New +$195K ﹤0.01% 1051
2014
Q4 		– Sell
-33,738
Closed -$1.89M – 1159
2014
Q3 		$1.89M Buy
+33,738
New +$1.92M 0.02% 383

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

JP Morgan Private Wealth Advisors's OKS Position: Q2 2017 in Review

JP Morgan Private Wealth Advisors sold out of Oneok Partners LP (OKS) in Q2 2017, closing a stake of 3,866 shares — an estimated $209K sold.

JP Morgan Private Wealth Advisors first reported a position in OKS in Q3 2014 and held it in 5 quarters. The position peaked at $1.89M in Q3 2014. 315 funds tracked by Wall St. Rank hold OKS as of Q2 2017.

  • JP Morgan Private Wealth Advisors reported no remaining Oneok Partners LP position as of Q2 2017 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 3,866 Oneok Partners LP shares in Q2 2017, an estimated $209K.
  • JP Morgan Private Wealth Advisors first reported a position in Oneok Partners LP in Q3 2014 and held it in 5 quarters.
  • JP Morgan Private Wealth Advisors's Oneok Partners LP position peaked at $1.89M in Q3 2014.
  • 315 funds tracked by Wall St. Rank held Oneok Partners LP as of Q2 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.