SBL
OKS

Sargent Bickham Lagudis’s Oneok Partners LP OKS Stock Holding History

Sargent Bickham Lagudis’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
Q4 		– Sell
-394
Closed -$16K – 768
2016
Q3 		$16K Sell
394
-366
-48% -$14.6K ﹤0.01% 506
2016
Q2 		$30K Hold
760
– – ﹤0.01% 406
2016
Q1 		$24K Buy
+760
New +$21.4K ﹤0.01% 463

Other funds holding OKS

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
AA
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
EIP
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sargent Bickham Lagudis's OKS Position: Q4 2016 in Review

Sargent Bickham Lagudis sold out of Oneok Partners LP (OKS) in Q4 2016, closing a stake of 394 shares — an estimated $16K sold.

Sargent Bickham Lagudis first reported a position in OKS in Q1 2016 and held it in 3 quarters. The position peaked at $30K in Q2 2016. 334 funds tracked by Wall St. Rank hold OKS as of Q4 2016.

  • Sargent Bickham Lagudis reported no remaining Oneok Partners LP position as of Q4 2016 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 394 Oneok Partners LP shares in Q4 2016, an estimated $16K.
  • Sargent Bickham Lagudis first reported a position in Oneok Partners LP in Q1 2016 and held it in 3 quarters.
  • Sargent Bickham Lagudis's Oneok Partners LP position peaked at $30K in Q2 2016.
  • 334 funds tracked by Wall St. Rank held Oneok Partners LP as of Q4 2016.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2016, filed 13 Sep 2021.