SFA
OKS

Sequoia Financial Advisors’s Oneok Partners LP OKS Stock Holding History

Sequoia 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
2017
Q2 		– Sell
-3,906
Closed -$211K – 307
2017
Q1 		$211K Sell
3,906
-2,499
-39% -$125K 0.03% 254
2016
Q4 		$275K Buy
+6,405
New +$266K 0.04% 209
2016
Q3 		– Sell
-7,210
Closed -$289K – 282
2016
Q2 		$289K Buy
+7,210
New +$264K 0.08% 175

Other funds holding OKS

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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
KACA
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
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Sequoia Financial Advisors's OKS Position: Q2 2017 in Review

Sequoia Financial Advisors sold out of Oneok Partners LP (OKS) in Q2 2017, closing a stake of 3,906 shares — an estimated $211K sold.

Sequoia Financial Advisors first reported a position in OKS in Q2 2016 and held it in 3 quarters. The position peaked at $289K in Q2 2016. 315 funds tracked by Wall St. Rank hold OKS as of Q2 2017.

  • Sequoia Financial Advisors reported no remaining Oneok Partners LP position as of Q2 2017 after selling out during the quarter.
  • Sequoia Financial Advisors sold 3,906 Oneok Partners LP shares in Q2 2017, an estimated $211K.
  • Sequoia Financial Advisors first reported a position in Oneok Partners LP in Q2 2016 and held it in 3 quarters.
  • Sequoia Financial Advisors's Oneok Partners LP position peaked at $289K in Q2 2016.
  • 315 funds tracked by Wall St. Rank held Oneok Partners LP as of Q2 2017.

Based on Sequoia Financial Advisors's 13F filing for Q2 2017, filed 9 Aug 2017.