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 $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