AG
OKS

Advisor Group’s Oneok Partners LP OKS Stock Holding History

Advisor 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
Q3 		– Sell
-49,093
Closed -$2.51M – 5112
2017
Q2 		$2.51M Buy
49,093
+1,838
+4% +$93.1K 0.04% 405
2017
Q1 		$2.55M Sell
47,255
-517
-1% -$25.8K 0.05% 377
2016
Q4 		$2.06M Sell
47,772
-3,576
-7% -$148K 0.05% 417
2016
Q3 		$2.05M Sell
51,348
-805
-2% -$32.2K 0.05% 396
2016
Q2 		$2.09M Buy
+52,153
New +$1.91M 0.05% 365

Other funds holding OKS

AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
ACM
Adalta Capital Management New York $228M AUM 26.26% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
CCMW
Cypress Capital Management (Wyoming) Sheridan, Wyoming $120M AUM 63.01% 1-Year Est. Return

Advisor Group's OKS Position: Q3 2017 in Review

Advisor Group sold out of Oneok Partners LP (OKS) in Q3 2017, closing a stake of 49,093 shares — an estimated $2.51M sold.

Advisor Group first reported a position in OKS in Q2 2016 and held it in 5 quarters. The position peaked at $2.55M in Q1 2017. 5 funds tracked by Wall St. Rank hold OKS as of Q3 2017.

  • Advisor Group reported no remaining Oneok Partners LP position as of Q3 2017 after selling out during the quarter.
  • Advisor Group sold 49,093 Oneok Partners LP shares in Q3 2017, an estimated $2.51M.
  • Advisor Group first reported a position in Oneok Partners LP in Q2 2016 and held it in 5 quarters.
  • Advisor Group's Oneok Partners LP position peaked at $2.55M in Q1 2017.
  • 5 funds tracked by Wall St. Rank held Oneok Partners LP as of Q3 2017.

Based on Advisor Group's 13F filing for Q3 2017, filed 6 Nov 2017.