RIA
OKS

Regal Investment Advisors’s Oneok Partners LP OKS Stock Holding History

Regal Investment 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
2015
Q4 		– Sell
-170
Closed -$4K – 1020
2015
Q3 		$4K Sell
170
-50
-23% -$1.62K ﹤0.01% 858
2015
Q2 		$7K Hold
220
– – ﹤0.01% 714
2015
Q1 		$9K Sell
220
-600
-73% -$25.1K ﹤0.01% 715
2014
Q4 		$32K Sell
820
-1,634
-67% -$77.5K 0.01% 463
2014
Q3 		$137K Hold
2,454
– – 0.04% 271
2014
Q2 		$144K Sell
2,454
-118
-5% -$6.58K 0.05% 238
2014
Q1 		$138K Sell
2,572
-22
-0.8% -$1.17K 0.06% 228
2013
Q4 		$137K Sell
2,594
-593
-19% -$31.3K 0.08% 179
2013
Q3 		$169K Sell
3,187
-64
-2% -$3.25K 0.1% 178
2013
Q2 		$161K Buy
+3,251
New +$171K 0.09% 179

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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
OppenheimerFunds
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Regal Investment Advisors's OKS Position: Q4 2015 in Review

Regal Investment Advisors sold out of Oneok Partners LP (OKS) in Q4 2015, closing a stake of 170 shares — an estimated $4K sold.

Regal Investment Advisors first reported a position in OKS in Q2 2013 and held it in 10 quarters. The position peaked at $169K in Q3 2013. 277 funds tracked by Wall St. Rank hold OKS as of Q4 2015.

  • Regal Investment Advisors reported no remaining Oneok Partners LP position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 170 Oneok Partners LP shares in Q4 2015, an estimated $4K.
  • Regal Investment Advisors first reported a position in Oneok Partners LP in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's Oneok Partners LP position peaked at $169K in Q3 2013.
  • 277 funds tracked by Wall St. Rank held Oneok Partners LP as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.