CSIC
OKS

Clifford Swan Investment Counsel’s Oneok Partners LP OKS Stock Holding History

Clifford Swan Investment Counsel’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
-54,210
Closed -$2.77M – 329
2017
Q2 		$2.77M Hold
54,210
– – 0.17% 110
2017
Q1 		$2.93M Hold
54,210
– – 0.19% 107
2016
Q4 		$2.33M Sell
54,210
-490
-0.9% -$20.3K 0.16% 113
2016
Q3 		$2.19M Buy
54,700
+50
+0.1% +$2K 0.15% 114
2016
Q2 		$2.19M Sell
54,650
-750
-1% -$27.4K 0.15% 112
2016
Q1 		$1.74M Sell
55,400
-180
-0.3% -$5.07K 0.12% 123
2015
Q4 		$1.68M Sell
55,580
-7,661
-12% -$232K 0.11% 123
2015
Q3 		$1.85M Buy
63,241
+15,850
+33% +$513K 0.13% 113
2015
Q2 		$1.61M Sell
47,391
-400
-0.8% -$15.8K 0.11% 124
2015
Q1 		$1.95M Buy
47,791
+1,900
+4% +$79.4K 0.13% 116
2014
Q4 		$1.82M Buy
45,891
+17,400
+61% +$825K 0.12% 115
2014
Q3 		$1.59M Hold
28,491
– – 0.11% 119
2014
Q2 		$1.67M Sell
28,491
-625
-2% -$34.8K 0.11% 114
2014
Q1 		$1.56M Sell
29,116
-1,014
-3% -$53.9K 0.11% 114
2013
Q4 		$1.59M Buy
30,130
+200
+0.7% +$10.5K 0.11% 111
2013
Q3 		$1.59M Buy
29,930
+400
+1% +$20.3K 0.13% 108
2013
Q2 		$1.46M Buy
+29,530
New +$1.55M 0.12% 107

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 $120M AUM 63.01% 1-Year Est. Return

Clifford Swan Investment Counsel's OKS Position: Q3 2017 in Review

Clifford Swan Investment Counsel sold out of Oneok Partners LP (OKS) in Q3 2017, closing a stake of 54,210 shares — an estimated $2.77M sold.

Clifford Swan Investment Counsel first reported a position in OKS in Q2 2013 and held it in 17 quarters. The position peaked at $2.93M in Q1 2017. 5 funds tracked by Wall St. Rank hold OKS as of Q3 2017.

  • Clifford Swan Investment Counsel reported no remaining Oneok Partners LP position as of Q3 2017 after selling out during the quarter.
  • Clifford Swan Investment Counsel sold 54,210 Oneok Partners LP shares in Q3 2017, an estimated $2.77M.
  • Clifford Swan Investment Counsel first reported a position in Oneok Partners LP in Q2 2013 and held it in 17 quarters.
  • Clifford Swan Investment Counsel's Oneok Partners LP position peaked at $2.93M in Q1 2017.
  • 5 funds tracked by Wall St. Rank held Oneok Partners LP as of Q3 2017.

Based on Clifford Swan Investment Counsel's 13F filing for Q3 2017, filed 13 Nov 2017.