LWA
OKS

Lenox Wealth Advisors’s Oneok Partners LP OKS Stock Holding History

Lenox 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
2014
Q4 		– Sell
-894
Closed -$50K – 349
2014
Q3 		$50K Buy
+894
New +$51K 0.02% 77
2014
Q1 		– Sell
-1,300
Closed -$68K – 371
2013
Q4 		$68K Buy
+1,300
New +$68.6K 0.05% 56

Other funds holding OKS

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
O
OppenheimerFunds New York $80.4B AUM 15.1% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lenox Wealth Advisors's OKS Position: Q4 2014 in Review

Lenox Wealth Advisors sold out of Oneok Partners LP (OKS) in Q4 2014, closing a stake of 894 shares — an estimated $50K sold.

Lenox Wealth Advisors first reported a position in OKS in Q4 2013 and held it in 2 quarters. The position peaked at $68K in Q4 2013. 317 funds tracked by Wall St. Rank hold OKS as of Q4 2014.

  • Lenox Wealth Advisors reported no remaining Oneok Partners LP position as of Q4 2014 after selling out during the quarter.
  • Lenox Wealth Advisors sold 894 Oneok Partners LP shares in Q4 2014, an estimated $50K.
  • Lenox Wealth Advisors first reported a position in Oneok Partners LP in Q4 2013 and held it in 2 quarters.
  • Lenox Wealth Advisors's Oneok Partners LP position peaked at $68K in Q4 2013.
  • 317 funds tracked by Wall St. Rank held Oneok Partners LP as of Q4 2014.

Based on Lenox Wealth Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.