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 – 488
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

Other funds holding OKS

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

WealthPLAN Partners's OKS Position: Q2 2017 in Review

WealthPLAN Partners sold out of Oneok Partners LP (OKS) in Q2 2017, closing a stake of 2,858 shares — an estimated $156K sold.

WealthPLAN Partners first reported a position in OKS in Q4 2015 and held it in 3 quarters. The position peaked at $201K in Q2 2016. 315 funds tracked by Wall St. Rank hold OKS as of Q2 2017.

  • WealthPLAN Partners reported no remaining Oneok Partners LP position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 2,858 Oneok Partners LP shares in Q2 2017, an estimated $156K.
  • WealthPLAN Partners first reported a position in Oneok Partners LP in Q4 2015 and held it in 3 quarters.
  • WealthPLAN Partners's Oneok Partners LP position peaked at $201K in Q2 2016.
  • 315 funds tracked by Wall St. Rank held Oneok Partners LP as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.