LWCFA
OKS
Loring Wolcott & Coolidge Fiduciary Advisors’s Oneok Partners LP OKS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$36.2K | 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 | +$594K | 0.02% | 181 |
|