LFR
OKS

Lehman Financial Resources’s Oneok Partners LP OKS Stock Holding History

Lehman Financial Resources’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
Q1 		– Sell
-54,014
Closed -$2.32M – 67
2016
Q4 		$2.32M Sell
54,014
-593
-1% -$24.6K 1.32% 23
2016
Q3 		$2.18M Sell
54,607
-5,413
-9% -$216K 1.26% 25
2016
Q2 		$2.4M Sell
60,020
-3,592
-6% -$131K 1.21% 25
2016
Q1 		$2M Sell
63,612
-15,926
-20% -$449K 1.07% 28
2015
Q4 		$2.4M Sell
79,538
-783
-1% -$23.8K 1.29% 23
2015
Q3 		$2.35M Buy
80,321
+1,416
+2% +$45.8K 1.2% 24
2015
Q2 		$2.68M Buy
78,905
+3,114
+4% +$123K 1.3% 22
2015
Q1 		$3.1M Sell
75,791
-10,964
-13% -$458K 1.42% 18
2014
Q4 		$3.44M Buy
86,755
+910
+1% +$43.2K 1.69% 14
2014
Q3 		$4.8M Buy
85,845
+408
+0.5% +$23.3K 2.51% 7
2014
Q2 		$5.01M Buy
85,437
+1,655
+2% +$92.2K 2.39% 7
2014
Q1 		$4.49M Buy
83,782
+2,903
+4% +$154K 2.32% 6
2013
Q4 		$4.26M Buy
80,879
+2,104
+3% +$111K 2.63% 5
2013
Q3 		$4.18M Buy
78,775
+2,055
+3% +$104K 2.68% 4
2013
Q2 		$3.8M Buy
+76,720
New +$4.03M 2.57% 7

Other funds holding OKS

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Lehman Financial Resources's OKS Position: Q1 2017 in Review

Lehman Financial Resources sold out of Oneok Partners LP (OKS) in Q1 2017, closing a stake of 54,014 shares — an estimated $2.32M sold.

Lehman Financial Resources first reported a position in OKS in Q2 2013 and held it in 15 quarters. The position peaked at $5.01M in Q2 2014. 368 funds tracked by Wall St. Rank hold OKS as of Q1 2017.

  • Lehman Financial Resources reported no remaining Oneok Partners LP position as of Q1 2017 after selling out during the quarter.
  • Lehman Financial Resources sold 54,014 Oneok Partners LP shares in Q1 2017, an estimated $2.32M.
  • Lehman Financial Resources first reported a position in Oneok Partners LP in Q2 2013 and held it in 15 quarters.
  • Lehman Financial Resources's Oneok Partners LP position peaked at $5.01M in Q2 2014.
  • 368 funds tracked by Wall St. Rank held Oneok Partners LP as of Q1 2017.

Based on Lehman Financial Resources's 13F filing for Q1 2017, filed 15 May 2017.