PIM
OKS

Parasol Investment Management’s Oneok Partners LP OKS Stock Holding History

Parasol Investment Management’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
2015
Q4 		– Sell
-1,335
Closed -$39K – 167
2015
Q3 		$39K Sell
1,335
-200
-13% -$6.47K 0.04% 101
2015
Q2 		$52K Buy
+1,535
New +$60.7K 0.03% 109
2015
Q1 		– Sell
-1,535
Closed -$61K – 304
2014
Q4 		$61K Buy
+1,535
New +$72.8K 0.04% 103
2014
Q3 		– Sell
-200
Closed -$12K – 298
2014
Q2 		$12K Hold
200
– – 0.01% 204
2014
Q1 		$11K Hold
200
– – 0.01% 186
2013
Q4 		$11K Buy
+200
New +$10.5K 0.01% 188

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
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parasol Investment Management's OKS Position: Q4 2015 in Review

Parasol Investment Management sold out of Oneok Partners LP (OKS) in Q4 2015, closing a stake of 1,335 shares — an estimated $39K sold.

Parasol Investment Management first reported a position in OKS in Q4 2013 and held it in 6 quarters. The position peaked at $61K in Q4 2014. 276 funds tracked by Wall St. Rank hold OKS as of Q4 2015.

  • Parasol Investment Management reported no remaining Oneok Partners LP position as of Q4 2015 after selling out during the quarter.
  • Parasol Investment Management sold 1,335 Oneok Partners LP shares in Q4 2015, an estimated $39K.
  • Parasol Investment Management first reported a position in Oneok Partners LP in Q4 2013 and held it in 6 quarters.
  • Parasol Investment Management's Oneok Partners LP position peaked at $61K in Q4 2014.
  • 276 funds tracked by Wall St. Rank held Oneok Partners LP as of Q4 2015.

Based on Parasol Investment Management's 13F filing for Q4 2015, filed 20 Jan 2016.