SWA
OKS

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

SFMG 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
2015
Q2 		– Sell
-7,600
Closed -$310K – 185
2015
Q1 		$310K Buy
+7,600
New +$318K 0.03% 131
2014
Q4 		– Sell
-4,200
Closed -$235K – 135
2014
Q3 		$235K Hold
4,200
– – 0.07% 73
2014
Q2 		$246K Hold
4,200
– – 0.08% 69
2014
Q1 		$225K Hold
4,200
– – 0.08% 69
2013
Q4 		$221K Hold
4,200
– – 0.08% 68
2013
Q3 		$223K Sell
4,200
-150
-3% -$7.61K 0.09% 58
2013
Q2 		$215K Buy
+4,350
New +$229K 0.09% 59

Other funds holding OKS

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SFMG Wealth Advisors's OKS Position: Q2 2015 in Review

SFMG Wealth Advisors sold out of Oneok Partners LP (OKS) in Q2 2015, closing a stake of 7,600 shares — an estimated $310K sold.

SFMG Wealth Advisors first reported a position in OKS in Q2 2013 and held it in 7 quarters. The position peaked at $310K in Q1 2015. 317 funds tracked by Wall St. Rank hold OKS as of Q2 2015.

  • SFMG Wealth Advisors reported no remaining Oneok Partners LP position as of Q2 2015 after selling out during the quarter.
  • SFMG Wealth Advisors sold 7,600 Oneok Partners LP shares in Q2 2015, an estimated $310K.
  • SFMG Wealth Advisors first reported a position in Oneok Partners LP in Q2 2013 and held it in 7 quarters.
  • SFMG Wealth Advisors's Oneok Partners LP position peaked at $310K in Q1 2015.
  • 317 funds tracked by Wall St. Rank held Oneok Partners LP as of Q2 2015.

Based on SFMG Wealth Advisors's 13F filing for Q2 2015, filed 12 Aug 2015.