FANJ
OKS

Financial Architects (New Jersey)’s Oneok Partners LP OKS Stock Holding History

Financial Architects (New Jersey)’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
-310
Closed -$16K – 1685
2017
Q2 		$16K Sell
310
-40
-11% -$2.03K ﹤0.01% 1039
2017
Q1 		$19K Sell
350
-40
-10% -$2K ﹤0.01% 961
2016
Q4 		$17K Buy
390
+10
+3% +$415 ﹤0.01% 887
2016
Q3 		$15K Hold
380
– – ﹤0.01% 919
2016
Q2 		$15K Buy
380
+10
+3% +$366 ﹤0.01% 873
2016
Q1 		$12K Buy
+370
New +$10.4K ﹤0.01% 717
2015
Q2 		– Sell
-172
Closed -$7K – 1280
2015
Q1 		$7K Buy
+172
New +$7.19K ﹤0.01% 820

Other funds holding OKS

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 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

Financial Architects (New Jersey)'s OKS Position: Q3 2017 in Review

Financial Architects (New Jersey) sold out of Oneok Partners LP (OKS) in Q3 2017, closing a stake of 310 shares — an estimated $16K sold.

Financial Architects (New Jersey) first reported a position in OKS in Q1 2015 and held it in 7 quarters. The position peaked at $19K in Q1 2017. 5 funds tracked by Wall St. Rank hold OKS as of Q3 2017.

  • Financial Architects (New Jersey) reported no remaining Oneok Partners LP position as of Q3 2017 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 310 Oneok Partners LP shares in Q3 2017, an estimated $16K.
  • Financial Architects (New Jersey) first reported a position in Oneok Partners LP in Q1 2015 and held it in 7 quarters.
  • Financial Architects (New Jersey)'s Oneok Partners LP position peaked at $19K in Q1 2017.
  • 5 funds tracked by Wall St. Rank held Oneok Partners LP as of Q3 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2017, filed 23 Oct 2017.