Loring Wolcott & Coolidge Fiduciary Advisors’s Oneok Partners LP OKS Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2017 Q2	–	Sell	-13,200	Closed	-$713K	–	673
2017 Q1	$713K	Hold	13,200	–	–	0.01%	173
2016 Q4	$568K	Hold	13,200	–	–	0.01%	184
2016 Q3	$527K	Hold	13,200	–	–	0.01%	186
2016 Q2	$529K	Hold	13,200	–	–	0.01%	181
2016 Q1	$414K	Hold	13,200	–	–	0.01%	193
2015 Q4	$398K	Buy	13,200 +1,200	+10%	+$36.4K	0.01%	214
2015 Q3	$408K	Hold	12,000	–	–	0.01%	216
2015 Q2	$408K	Hold	12,000	–	–	0.01%	216
2015 Q1	$490K	Hold	12,000	–	–	0.01%	212
2014 Q4	$476K	Hold	12,000	–	–	0.01%	204
2014 Q3	$672K	Hold	12,000	–	–	0.02%	165
2014 Q2	$703K	Hold	12,000	–	–	0.02%	164
2014 Q1	$643K	Hold	12,000	–	–	0.02%	168
2013 Q4	$632K	Hold	12,000	–	–	0.02%	173
2013 Q3	$636K	Hold	12,000	–	–	0.02%	168
2013 Q2	$594K	Buy	+12,000	New	+$631K	0.02%	181

Other funds holding OKS

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's OKS Position: Q2 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Oneok Partners LP (OKS) in Q2 2017, closing a stake of 13,200 shares — an estimated $713K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in OKS in Q2 2013 and held it in 16 quarters. The position peaked at $713K in Q1 2017. 315 funds tracked by Wall St. Rank hold OKS as of Q2 2017.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Oneok Partners LP position as of Q2 2017 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 13,200 Oneok Partners LP shares in Q2 2017, an estimated $713K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Oneok Partners LP in Q2 2013 and held it in 16 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Oneok Partners LP position peaked at $713K in Q1 2017.
315 funds tracked by Wall St. Rank held Oneok Partners LP as of Q2 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.