United Capital Financial Advisors
OKS

United Capital Financial Advisors’s Oneok Partners LP OKS Stock Holding History

United Capital 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
Q1 		– Sell
-13,091
Closed -$563K – 1310
2016
Q4 		$563K Sell
13,091
-377
-3% -$15.6K 0.01% 907
2016
Q3 		$538K Buy
13,468
+3,474
+35% +$139K 0.01% 946
2016
Q2 		$400K Buy
+9,994
New +$365K ﹤0.01% 967
2015
Q4 		– Sell
-33,743
Closed -$987K – 1321
2015
Q3 		$987K Buy
33,743
+20,079
+147% +$649K 0.01% 692
2015
Q2 		$465K Buy
13,664
+3,898
+40% +$154K 0.01% 945
2015
Q1 		$410K Sell
9,766
-2,728
-22% -$114K 0.01% 979
2014
Q4 		$495K Sell
12,494
-2,139
-15% -$101K 0.01% 825
2014
Q3 		$819K Buy
14,633
+607
+4% +$34.6K 0.01% 657
2014
Q2 		$822K Buy
14,026
+3,229
+30% +$180K 0.02% 594
2014
Q1 		$578K Buy
+10,797
New +$573K 0.01% 611
2013
Q4 		– Sell
-7,167
Closed -$380K – 791
2013
Q3 		$380K Buy
+7,167
New +$363K 0.01% 507

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
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OppenheimerFunds
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

United Capital Financial Advisors's OKS Position: Q1 2017 in Review

United Capital Financial Advisors sold out of Oneok Partners LP (OKS) in Q1 2017, closing a stake of 13,091 shares — an estimated $563K sold.

United Capital Financial Advisors first reported a position in OKS in Q3 2013 and held it in 11 quarters. The position peaked at $987K in Q3 2015. 368 funds tracked by Wall St. Rank hold OKS as of Q1 2017.

  • United Capital Financial Advisors reported no remaining Oneok Partners LP position as of Q1 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 13,091 Oneok Partners LP shares in Q1 2017, an estimated $563K.
  • United Capital Financial Advisors first reported a position in Oneok Partners LP in Q3 2013 and held it in 11 quarters.
  • United Capital Financial Advisors's Oneok Partners LP position peaked at $987K in Q3 2015.
  • 368 funds tracked by Wall St. Rank held Oneok Partners LP as of Q1 2017.

Based on United Capital Financial Advisors's 13F filing for Q1 2017, filed 12 May 2017.