KCPG
OKS

Kavar Capital Partners Group’s Oneok Partners LP OKS Stock Holding History

Kavar Capital Partners Group’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
-150
Closed -$4K – 485
2015
Q4 		$4K Sell
150
-14,735
-99% -$447K ﹤0.01% 324
2015
Q3 		$435K Sell
14,885
-2,550
-15% -$82.5K 0.31% 82
2015
Q2 		$592K Buy
+17,435
New +$690K 0.4% 82
2015
Q1 		– Sell
-20,224
Closed -$801K – 123
2014
Q4 		$801K Sell
20,224
-4,144
-17% -$197K 0.63% 67
2014
Q3 		$1.36M Buy
24,368
+3,004
+14% +$171K 1.17% 25
2014
Q2 		$1.25M Sell
21,364
-545
-2% -$30.4K 1.06% 29
2014
Q1 		$1.17M Buy
21,909
+399
+2% +$21.2K 0.97% 34
2013
Q4 		$1.13M Buy
+21,510
New +$1.13M 1.01% 32

Other funds holding OKS

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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 $115B AUM 24.78% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 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 $564B AUM 30.12% 1-Year Est. Return