WA
OKS

WFG Advisors’s Oneok Partners LP OKS Stock Holding History

WFG Advisors’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
-455
Closed -$20K – 1750
2016
Q4 		$20K Sell
455
-733
-62% -$30.4K ﹤0.01% 943
2016
Q3 		$47K Buy
1,188
+737
+163% +$29.4K 0.01% 731
2016
Q2 		$18K Sell
451
-1,598
-78% -$58.4K ﹤0.01% 950
2016
Q1 		$64K Buy
2,049
+3
+0.1% +$85 0.02% 597
2015
Q4 		$62K Sell
2,046
-197
-9% -$5.98K 0.02% 609
2015
Q3 		$66K Buy
2,243
+2
+0.1% +$65 0.02% 560
2015
Q2 		$76K Sell
2,241
-33,600
-94% -$1.33M 0.02% 613
2015
Q1 		$1.46M Sell
35,841
-4,992
-12% -$209K 0.41% 45
2014
Q4 		$1.62M Sell
40,833
-1,378
-3% -$65.3K 0.33% 60
2014
Q3 		$2.36M Buy
42,211
+225
+0.5% +$12.8K 0.45% 33
2014
Q2 		$2.46M Sell
41,986
-85
-0.2% -$4.74K 0.46% 36
2014
Q1 		$2.25M Sell
42,071
-403
-0.9% -$21.4K 0.45% 29
2013
Q4 		$2.24M Buy
42,474
+497
+1% +$26.2K 0.32% 63
2013
Q3 		$2.23M Buy
41,977
+1,408
+3% +$71.4K 0.34% 62
2013
Q2 		$2.01M Buy
+40,569
New +$2.13M 0.33% 67

Other funds holding OKS

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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 $1.66T 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

WFG Advisors's OKS Position: Q1 2017 in Review

WFG Advisors sold out of Oneok Partners LP (OKS) in Q1 2017, closing a stake of 455 shares — an estimated $20K sold.

WFG Advisors first reported a position in OKS in Q2 2013 and held it in 15 quarters. The position peaked at $2.46M in Q2 2014. 368 funds tracked by Wall St. Rank hold OKS as of Q1 2017.

  • WFG Advisors reported no remaining Oneok Partners LP position as of Q1 2017 after selling out during the quarter.
  • WFG Advisors sold 455 Oneok Partners LP shares in Q1 2017, an estimated $20K.
  • WFG Advisors first reported a position in Oneok Partners LP in Q2 2013 and held it in 15 quarters.
  • WFG Advisors's Oneok Partners LP position peaked at $2.46M in Q2 2014.
  • 368 funds tracked by Wall St. Rank held Oneok Partners LP as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.