RWA
OKS

Ropes Wealth Advisors’s Oneok Partners LP OKS Stock Holding History

Ropes Wealth 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
-2,000
Closed -$108K – 611
2017
Q1 		$108K Hold
2,000
– – 0.03% 260
2016
Q4 		$86K Hold
2,000
– – 0.03% 271
2016
Q3 		$80K Hold
2,000
– – 0.03% 257
2016
Q2 		$80K Hold
2,000
– – 0.03% 246
2016
Q1 		$63K Hold
2,000
– – 0.03% 204
2015
Q4 		$60K Hold
2,000
– – 0.03% 231
2015
Q3 		$59K Hold
2,000
– – 0.03% 239
2015
Q2 		$68K Hold
2,000
– – 0.04% 178
2015
Q1 		$82K Buy
+2,000
New +$83.6K 0.04% 170

Other funds holding OKS

Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Ropes Wealth Advisors's OKS Position: Q2 2017 in Review

Ropes Wealth Advisors sold out of Oneok Partners LP (OKS) in Q2 2017, closing a stake of 2,000 shares — an estimated $108K sold.

Ropes Wealth Advisors first reported a position in OKS in Q1 2015 and held it in 9 quarters. The position peaked at $108K in Q1 2017. 315 funds tracked by Wall St. Rank hold OKS as of Q2 2017.

  • Ropes Wealth Advisors reported no remaining Oneok Partners LP position as of Q2 2017 after selling out during the quarter.
  • Ropes Wealth Advisors sold 2,000 Oneok Partners LP shares in Q2 2017, an estimated $108K.
  • Ropes Wealth Advisors first reported a position in Oneok Partners LP in Q1 2015 and held it in 9 quarters.
  • Ropes Wealth Advisors's Oneok Partners LP position peaked at $108K in Q1 2017.
  • 315 funds tracked by Wall St. Rank held Oneok Partners LP as of Q2 2017.

Based on Ropes Wealth Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.