WBH Advisory’s Oneok Partners LP OKS Stock Holding History

WBH Advisory’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
2015 Q3	–	Sell	-5,936	Closed	-$201K	–	208
2015 Q2	$201K	Sell	5,936 -598	-9%	-$23.7K	0.08%	196
2015 Q1	$266	Buy	+6,534	New	+$273K	0.07%	173
2013 Q3	–	Sell	-4,474	Closed	-$221K	–	201
2013 Q2	$221K	Buy	+4,474	New	+$235K	0.1%	172

Other funds holding OKS

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

KACA

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WBH Advisory's OKS Position: Q3 2015 in Review

WBH Advisory sold out of Oneok Partners LP (OKS) in Q3 2015, closing a stake of 5,936 shares — an estimated $201K sold.

WBH Advisory first reported a position in OKS in Q2 2013 and held it in 3 quarters. The position peaked at $221K in Q2 2013. 297 funds tracked by Wall St. Rank hold OKS as of Q3 2015.

WBH Advisory reported no remaining Oneok Partners LP position as of Q3 2015 after selling out during the quarter.
WBH Advisory sold 5,936 Oneok Partners LP shares in Q3 2015, an estimated $201K.
WBH Advisory first reported a position in Oneok Partners LP in Q2 2013 and held it in 3 quarters.
WBH Advisory's Oneok Partners LP position peaked at $221K in Q2 2013.
297 funds tracked by Wall St. Rank held Oneok Partners LP as of Q3 2015.

Based on WBH Advisory's 13F filing for Q3 2015, filed 15 Oct 2015.