Wellington Management Group
OKS

Wellington Management Group’s Oneok Partners LP OKS Stock Holding History

Wellington Management Group’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
Q1 		– Sell
-42,579
Closed -$1.83M – 2371
2016
Q4 		$1.83M Sell
42,579
-10,303
-19% -$427K ﹤0.01% 1709
2016
Q3 		$2.11M Sell
52,882
-18,492
-26% -$739K ﹤0.01% 1633
2016
Q2 		$2.86M Buy
+71,374
New +$2.61M ﹤0.01% 1520
2015
Q3 		– Sell
-10,345
Closed -$352K – 2294
2015
Q2 		$352K Hold
10,345
– – ﹤0.01% 2023
2015
Q1 		$422K Sell
10,345
-291
-3% -$12.2K ﹤0.01% 2026
2014
Q4 		$422K Buy
10,636
+501
+5% +$23.8K ﹤0.01% 2030
2014
Q3 		$567K Buy
10,135
+3,205
+46% +$183K ﹤0.01% 1956
2014
Q2 		$406K Buy
+6,930
New +$386K ﹤0.01% 2022

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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Wellington Management Group's OKS Position: Q1 2017 in Review

Wellington Management Group sold out of Oneok Partners LP (OKS) in Q1 2017, closing a stake of 42,579 shares — an estimated $1.83M sold.

Wellington Management Group first reported a position in OKS in Q2 2014 and held it in 8 quarters. The position peaked at $2.86M in Q2 2016. 368 funds tracked by Wall St. Rank hold OKS as of Q1 2017.

  • Wellington Management Group reported no remaining Oneok Partners LP position as of Q1 2017 after selling out during the quarter.
  • Wellington Management Group sold 42,579 Oneok Partners LP shares in Q1 2017, an estimated $1.83M.
  • Wellington Management Group first reported a position in Oneok Partners LP in Q2 2014 and held it in 8 quarters.
  • Wellington Management Group's Oneok Partners LP position peaked at $2.86M in Q2 2016.
  • 368 funds tracked by Wall St. Rank held Oneok Partners LP as of Q1 2017.

Based on Wellington Management Group's 13F filing for Q1 2017, filed 11 May 2017.