WA
OKS

WealthTrust-Arizona’s Oneok Partners LP OKS Stock Holding History

WealthTrust-Arizona’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
-100
Closed -$5K – 694
2017
Q1 		$5K Buy
100
+75
+300% +$3.75K ﹤0.01% 479
2016
Q4 		$1K Hold
25
– – ﹤0.01% 601
2016
Q3 		$1K Buy
+25
New +$999 ﹤0.01% 603

Other funds holding OKS

Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
ALPS Advisors
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
Kayne Anderson Capital Advisors
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
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

WealthTrust-Arizona's OKS Position: Q2 2017 in Review

WealthTrust-Arizona sold out of Oneok Partners LP (OKS) in Q2 2017, closing a stake of 100 shares — an estimated $5K sold.

WealthTrust-Arizona first reported a position in OKS in Q3 2016 and held it in 3 quarters. The position peaked at $5K in Q1 2017. 315 funds tracked by Wall St. Rank hold OKS as of Q2 2017.

  • WealthTrust-Arizona reported no remaining Oneok Partners LP position as of Q2 2017 after selling out during the quarter.
  • WealthTrust-Arizona sold 100 Oneok Partners LP shares in Q2 2017, an estimated $5K.
  • WealthTrust-Arizona first reported a position in Oneok Partners LP in Q3 2016 and held it in 3 quarters.
  • WealthTrust-Arizona's Oneok Partners LP position peaked at $5K in Q1 2017.
  • 315 funds tracked by Wall St. Rank held Oneok Partners LP as of Q2 2017.

Based on WealthTrust-Arizona's 13F filing for Q2 2017, filed 21 Jul 2017.