WCM
OKS

Westend Capital Management’s Oneok Partners LP OKS Stock Holding History

Westend Capital Management’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
2015
Q1 		– Sell
-580
Closed -$23K – 104
2014
Q4 		$23K Hold
580
– – 0.03% 80
2014
Q3 		$30K Buy
+580
New +$33.1K 0.03% 64
2014
Q1 		– Sell
-580
Closed -$31K – 88
2013
Q4 		$31K Buy
+580
New +$30.6K 0.03% 71
2013
Q2 		$39K Buy
+780
New +$41K 0.04% 74

Other funds holding OKS

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

Westend Capital Management's OKS Position: Q1 2015 in Review

Westend Capital Management sold out of Oneok Partners LP (OKS) in Q1 2015, closing a stake of 580 shares — an estimated $23K sold.

Westend Capital Management first reported a position in OKS in Q2 2013 and held it in 4 quarters. The position peaked at $39K in Q2 2013. 323 funds tracked by Wall St. Rank hold OKS as of Q1 2015.

  • Westend Capital Management reported no remaining Oneok Partners LP position as of Q1 2015 after selling out during the quarter.
  • Westend Capital Management sold 580 Oneok Partners LP shares in Q1 2015, an estimated $23K.
  • Westend Capital Management first reported a position in Oneok Partners LP in Q2 2013 and held it in 4 quarters.
  • Westend Capital Management's Oneok Partners LP position peaked at $39K in Q2 2013.
  • 323 funds tracked by Wall St. Rank held Oneok Partners LP as of Q1 2015.

Based on Westend Capital Management's 13F filing for Q1 2015, filed 12 May 2015.