BOIA
OKS

Bush ODonnell Investment Advisors’s Oneok Partners LP OKS Stock Holding History

Bush ODonnell Investment 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
Q3 		– Sell
-21,820
Closed -$1.11M – 52
2017
Q2 		$1.11M Hold
21,820
– – 0.69% 23
2017
Q1 		$1.18M Hold
21,820
– – 0.74% 22
2016
Q4 		$938K Hold
21,820
– – 0.63% 25
2016
Q3 		$872K Hold
21,820
– – 0.58% 28
2016
Q2 		$874K Hold
21,820
– – 0.58% 25
2016
Q1 		$685K Buy
21,820
+4,880
+29% +$138K 0.47% 24
2015
Q4 		$510K Buy
16,940
+8,060
+91% +$245K 0.35% 31
2015
Q3 		$260K Buy
+8,880
New +$287K 0.18% 40
2015
Q2 		– Sell
-5,815
Closed -$237K – 45
2015
Q1 		$237K Buy
5,815
+715
+14% +$29.9K 0.14% 43
2014
Q4 		$202K Hold
5,100
– – 0.11% 41
2014
Q3 		$285K Sell
5,100
-3,995
-44% -$228K 0.17% 39
2014
Q2 		$533K Sell
9,095
-980
-10% -$54.6K 0.3% 38
2014
Q1 		$540K Buy
10,075
+2,005
+25% +$106K 0.28% 38
2013
Q4 		$425K Sell
8,070
-4,360
-35% -$230K 0.22% 38
2013
Q3 		$659K Sell
12,430
-3,440
-22% -$174K 0.32% 33
2013
Q2 		$786K Buy
+15,870
New +$834K 0.39% 30

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

Bush ODonnell Investment Advisors's OKS Position: Q3 2017 in Review

Bush ODonnell Investment Advisors sold out of Oneok Partners LP (OKS) in Q3 2017, closing a stake of 21,820 shares — an estimated $1.11M sold.

Bush ODonnell Investment Advisors first reported a position in OKS in Q2 2013 and held it in 16 quarters. The position peaked at $1.18M in Q1 2017. 5 funds tracked by Wall St. Rank hold OKS as of Q3 2017.

  • Bush ODonnell Investment Advisors reported no remaining Oneok Partners LP position as of Q3 2017 after selling out during the quarter.
  • Bush ODonnell Investment Advisors sold 21,820 Oneok Partners LP shares in Q3 2017, an estimated $1.11M.
  • Bush ODonnell Investment Advisors first reported a position in Oneok Partners LP in Q2 2013 and held it in 16 quarters.
  • Bush ODonnell Investment Advisors's Oneok Partners LP position peaked at $1.18M in Q1 2017.
  • 5 funds tracked by Wall St. Rank held Oneok Partners LP as of Q3 2017.

Based on Bush ODonnell Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.