Waverly Advisors’s Oneok Partners LP OKS Stock Holding History

Waverly 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
2014 Q1	–	Sell	-740	Closed	-$39K	–	875
2013 Q4	$39K	Hold	740	–	–	0.01%	365
2013 Q3	$39K	Buy	+740	New	+$37.5K	0.02%	283

Other funds holding OKS

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Waverly Advisors's OKS Position: Q1 2014 in Review

Waverly Advisors sold out of Oneok Partners LP (OKS) in Q1 2014, closing a stake of 740 shares — an estimated $39K sold.

Waverly Advisors first reported a position in OKS in Q3 2013 and held it in 2 quarters. The position peaked at $39K in Q4 2013. 325 funds tracked by Wall St. Rank hold OKS as of Q1 2014.

Waverly Advisors reported no remaining Oneok Partners LP position as of Q1 2014 after selling out during the quarter.
Waverly Advisors sold 740 Oneok Partners LP shares in Q1 2014, an estimated $39K.
Waverly Advisors first reported a position in Oneok Partners LP in Q3 2013 and held it in 2 quarters.
Waverly Advisors's Oneok Partners LP position peaked at $39K in Q4 2013.
325 funds tracked by Wall St. Rank held Oneok Partners LP as of Q1 2014.

Based on Waverly Advisors's 13F filing for Q1 2014, filed 28 Apr 2014.