CWM
OKS

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

Cedar 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
-5,610
Closed -$287K – 150
2017
Q2 		$287K Hold
5,610
– – 0.19% 33
2017
Q1 		$303K Hold
5,610
– – 0.19% 29
2016
Q4 		$241K Buy
+5,610
New +$233K 0.16% 41
2016
Q3 		– Sell
-5,610
Closed -$225K – 138
2016
Q2 		$225K Buy
+5,610
New +$205K 0.14% 36

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

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

Cedar Wealth Management sold out of Oneok Partners LP (OKS) in Q3 2017, closing a stake of 5,610 shares — an estimated $287K sold.

Cedar Wealth Management first reported a position in OKS in Q2 2016 and held it in 4 quarters. The position peaked at $303K in Q1 2017. 5 funds tracked by Wall St. Rank hold OKS as of Q3 2017.

  • Cedar Wealth Management reported no remaining Oneok Partners LP position as of Q3 2017 after selling out during the quarter.
  • Cedar Wealth Management sold 5,610 Oneok Partners LP shares in Q3 2017, an estimated $287K.
  • Cedar Wealth Management first reported a position in Oneok Partners LP in Q2 2016 and held it in 4 quarters.
  • Cedar Wealth Management's Oneok Partners LP position peaked at $303K in Q1 2017.
  • 5 funds tracked by Wall St. Rank held Oneok Partners LP as of Q3 2017.

Based on Cedar Wealth Management's 13F filing for Q3 2017, filed 24 Oct 2017.