UCFA
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

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return