AWM
OKS

Avior Wealth Management’s Oneok Partners LP OKS Stock Holding History

Avior Wealth 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
2017
Q3 		– Sell
-2,549
Closed -$130K – 532
2017
Q2 		$130K Hold
2,549
– – 0.05% 139
2017
Q1 		$138K Sell
2,549
-86
-3% -$4.3K 0.05% 163
2016
Q4 		$113K Hold
2,635
– – 0.04% 160
2016
Q3 		$105K Buy
2,635
+22
+0.8% +$879 0.04% 170
2016
Q2 		$105K Buy
2,613
+125
+5% +$4.57K 0.04% 152
2016
Q1 		$78K Buy
2,488
+82
+3% +$2.31K 0.03% 169
2015
Q4 		$72K Buy
2,406
+146
+6% +$4.43K 0.04% 155
2015
Q3 		$66K Hold
2,260
– – 0.04% 155
2015
Q2 		$77K Buy
2,260
+160
+8% +$6.33K 0.06% 112
2015
Q1 		$86K Hold
2,100
– – 0.07% 103
2014
Q4 		$83K Buy
2,100
+300
+17% +$14.2K 0.07% 106
2014
Q3 		$101K Hold
1,800
– – 0.09% 93
2014
Q2 		$105K Hold
1,800
– – 0.09% 89
2014
Q1 		$96K Buy
+1,800
New +$95.6K 0.08% 88

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

Avior Wealth Management's OKS Position: Q3 2017 in Review

Avior Wealth Management sold out of Oneok Partners LP (OKS) in Q3 2017, closing a stake of 2,549 shares — an estimated $130K sold.

Avior Wealth Management first reported a position in OKS in Q1 2014 and held it in 14 quarters. The position peaked at $138K in Q1 2017. 5 funds tracked by Wall St. Rank hold OKS as of Q3 2017.

  • Avior Wealth Management reported no remaining Oneok Partners LP position as of Q3 2017 after selling out during the quarter.
  • Avior Wealth Management sold 2,549 Oneok Partners LP shares in Q3 2017, an estimated $130K.
  • Avior Wealth Management first reported a position in Oneok Partners LP in Q1 2014 and held it in 14 quarters.
  • Avior Wealth Management's Oneok Partners LP position peaked at $138K in Q1 2017.
  • 5 funds tracked by Wall St. Rank held Oneok Partners LP as of Q3 2017.

Based on Avior Wealth Management's 13F filing for Q3 2017, filed 8 Nov 2017.