SWP
OKS

Stratos Wealth Partners’s Oneok Partners LP OKS Stock Holding History

Stratos Wealth Partners’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
-4,113
Closed -$222K – 876
2017
Q1 		$222K Buy
+4,113
New +$205K 0.01% 692
2015
Q2 		– Sell
-7,453
Closed -$307K – 640
2015
Q1 		$307K Buy
+7,453
New +$312K 0.04% 420

Other funds holding OKS

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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 $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Stratos Wealth Partners's OKS Position: Q2 2017 in Review

Stratos Wealth Partners sold out of Oneok Partners LP (OKS) in Q2 2017, closing a stake of 4,113 shares — an estimated $222K sold.

Stratos Wealth Partners first reported a position in OKS in Q1 2015 and held it in 2 quarters. The position peaked at $307K in Q1 2015. 315 funds tracked by Wall St. Rank hold OKS as of Q2 2017.

  • Stratos Wealth Partners reported no remaining Oneok Partners LP position as of Q2 2017 after selling out during the quarter.
  • Stratos Wealth Partners sold 4,113 Oneok Partners LP shares in Q2 2017, an estimated $222K.
  • Stratos Wealth Partners first reported a position in Oneok Partners LP in Q1 2015 and held it in 2 quarters.
  • Stratos Wealth Partners's Oneok Partners LP position peaked at $307K in Q1 2015.
  • 315 funds tracked by Wall St. Rank held Oneok Partners LP as of Q2 2017.

Based on Stratos Wealth Partners's 13F filing for Q2 2017, filed 31 Jul 2017.