WP
OKS

WealthPLAN Partners’s Oneok Partners LP OKS Stock Holding History

WealthPLAN Partners’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
-2,858
Closed -$156K – 490
2017
Q1 		$156K Buy
+2,858
New +$143K 0.54% 40
2016
Q3 		– Sell
-10,246
Closed -$201K – 1125
2016
Q2 		$201K Buy
+10,246
New +$375K 0.03% 378
2015
Q4 		$20.6K Buy
+684
New +$20.8K ﹤0.01% 903

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AA
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KACA
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Morgan Stanley
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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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return