SFWA
OKS

Summit Financial Wealth Advisors’s Oneok Partners LP OKS Stock Holding History

Summit Financial 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
-6,250
Closed -$337K – 151
2017
Q1 		$337K Hold
6,250
– – 0.15% 109
2016
Q4 		$269K Sell
6,250
-181
-3% -$7.51K 0.12% 117
2016
Q3 		$257K Hold
6,431
– – 0.11% 120
2016
Q2 		$258K Sell
6,431
-11,050
-63% -$404K 0.11% 117
2016
Q1 		$549K Buy
+17,481
New +$493K 0.24% 77

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

Summit Financial Wealth Advisors's OKS Position: Q2 2017 in Review

Summit Financial Wealth Advisors sold out of Oneok Partners LP (OKS) in Q2 2017, closing a stake of 6,250 shares — an estimated $337K sold.

Summit Financial Wealth Advisors first reported a position in OKS in Q1 2016 and held it in 5 quarters. The position peaked at $549K in Q1 2016. 315 funds tracked by Wall St. Rank hold OKS as of Q2 2017.

  • Summit Financial Wealth Advisors reported no remaining Oneok Partners LP position as of Q2 2017 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 6,250 Oneok Partners LP shares in Q2 2017, an estimated $337K.
  • Summit Financial Wealth Advisors first reported a position in Oneok Partners LP in Q1 2016 and held it in 5 quarters.
  • Summit Financial Wealth Advisors's Oneok Partners LP position peaked at $549K in Q1 2016.
  • 315 funds tracked by Wall St. Rank held Oneok Partners LP as of Q2 2017.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.