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

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AA
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KACA
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Goldman Sachs
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UBS Group
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ClearBridge Investments
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HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return