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 $9.84B 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

Kavar Capital Partners Group's OKS Position: Q1 2016 in Review

Kavar Capital Partners Group sold out of Oneok Partners LP (OKS) in Q1 2016, closing a stake of 150 shares — an estimated $4K sold.

Kavar Capital Partners Group first reported a position in OKS in Q4 2013 and held it in 8 quarters. The position peaked at $1.36M in Q3 2014. 282 funds tracked by Wall St. Rank hold OKS as of Q1 2016.

  • Kavar Capital Partners Group reported no remaining Oneok Partners LP position as of Q1 2016 after selling out during the quarter.
  • Kavar Capital Partners Group sold 150 Oneok Partners LP shares in Q1 2016, an estimated $4K.
  • Kavar Capital Partners Group first reported a position in Oneok Partners LP in Q4 2013 and held it in 8 quarters.
  • Kavar Capital Partners Group's Oneok Partners LP position peaked at $1.36M in Q3 2014.
  • 282 funds tracked by Wall St. Rank held Oneok Partners LP as of Q1 2016.

Based on Kavar Capital Partners Group's 13F filing for Q1 2016, filed 13 May 2019.