LW
OKS

Linscomb Wealth’s Oneok Partners LP OKS Stock Holding History

Linscomb Wealth’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
Q4 		– Sell
-8,590
Closed -$343K – 270
2016
Q3 		$343K Hold
8,590
– – 0.03% 192
2016
Q2 		$344K Sell
8,590
-1,200
-12% -$43.9K 0.03% 190
2016
Q1 		$307K Hold
9,790
– – 0.03% 202
2015
Q4 		$295K Buy
9,790
+305
+3% +$9.25K 0.03% 207
2015
Q3 		$278K Buy
9,485
+285
+3% +$9.22K 0.03% 216
2015
Q2 		$313K Hold
9,200
– – 0.03% 216
2015
Q1 		$376K Sell
9,200
-3,403
-27% -$142K 0.04% 195
2014
Q4 		$499K Buy
12,603
+2,925
+30% +$139K 0.06% 168
2014
Q3 		$541K Buy
9,678
+911
+10% +$51.9K 0.06% 162
2014
Q2 		$514K Sell
8,767
-1,183
-12% -$65.9K 0.05% 169
2014
Q1 		$533K Buy
9,950
+1,065
+12% +$56.6K 0.06% 161
2013
Q4 		$468K Sell
8,885
-690
-7% -$36.4K 0.06% 149
2013
Q3 		$508K Hold
9,575
– – 0.07% 140
2013
Q2 		$474K Buy
+9,575
New +$503K 0.06% 142

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 $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return