PMFA
OKS

Plante Moran Financial Advisors’s Oneok Partners LP OKS Stock Holding History

Plante Moran Financial 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
2016
Q2 		– Sell
-104
Closed -$3K – 979
2016
Q1 		$3K Buy
+104
New +$2.93K ﹤0.01% 697

Other funds holding OKS

Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Center Coast Capital Advisors
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
OppenheimerFunds
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Plante Moran Financial Advisors's OKS Position: Q2 2016 in Review

Plante Moran Financial Advisors sold out of Oneok Partners LP (OKS) in Q2 2016, closing a stake of 104 shares — an estimated $3K sold.

Plante Moran Financial Advisors first reported a position in OKS in Q1 2016 and held it in 1 quarter. The position peaked at $3K in Q1 2016. 307 funds tracked by Wall St. Rank hold OKS as of Q2 2016.

  • Plante Moran Financial Advisors reported no remaining Oneok Partners LP position as of Q2 2016 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 104 Oneok Partners LP shares in Q2 2016, an estimated $3K.
  • Plante Moran Financial Advisors first reported a position in Oneok Partners LP in Q1 2016 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Oneok Partners LP position peaked at $3K in Q1 2016.
  • 307 funds tracked by Wall St. Rank held Oneok Partners LP as of Q2 2016.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2016, filed 3 Aug 2016.