CWM
OKS

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

Catamount 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
-584
Closed -$30K – 211
2017
Q2 		$30K Hold
584
– – 0.02% 105
2017
Q1 		$32K Buy
+584
New +$29.2K 0.02% 98

Other funds holding OKS

AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
ACM
Adalta Capital Management New York $209M AUM 19.54% 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 $108M AUM 54.47% 1-Year Est. Return

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

Catamount Wealth Management sold out of Oneok Partners LP (OKS) in Q3 2017, closing a stake of 584 shares — an estimated $30K sold.

Catamount Wealth Management first reported a position in OKS in Q1 2017 and held it in 2 quarters. The position peaked at $32K in Q1 2017. 5 funds tracked by Wall St. Rank hold OKS as of Q3 2017.

  • Catamount Wealth Management reported no remaining Oneok Partners LP position as of Q3 2017 after selling out during the quarter.
  • Catamount Wealth Management sold 584 Oneok Partners LP shares in Q3 2017, an estimated $30K.
  • Catamount Wealth Management first reported a position in Oneok Partners LP in Q1 2017 and held it in 2 quarters.
  • Catamount Wealth Management's Oneok Partners LP position peaked at $32K in Q1 2017.
  • 5 funds tracked by Wall St. Rank held Oneok Partners LP as of Q3 2017.

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