Global Retirement Partners
OKS

Global Retirement Partners’s Oneok Partners LP OKS Stock Holding History

Global Retirement Partners’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
-478
Closed -$24K – 1278
2017
Q2 		$24K Hold
478
– – 0.01% 571
2017
Q1 		$26K Hold
478
– – 0.01% 502
2016
Q4 		$21K Buy
+478
New +$19.8K 0.01% 509

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

Global Retirement Partners's OKS Position: Q3 2017 in Review

Global Retirement Partners sold out of Oneok Partners LP (OKS) in Q3 2017, closing a stake of 478 shares — an estimated $24K sold.

Global Retirement Partners first reported a position in OKS in Q4 2016 and held it in 3 quarters. The position peaked at $26K in Q1 2017. 5 funds tracked by Wall St. Rank hold OKS as of Q3 2017.

  • Global Retirement Partners reported no remaining Oneok Partners LP position as of Q3 2017 after selling out during the quarter.
  • Global Retirement Partners sold 478 Oneok Partners LP shares in Q3 2017, an estimated $24K.
  • Global Retirement Partners first reported a position in Oneok Partners LP in Q4 2016 and held it in 3 quarters.
  • Global Retirement Partners's Oneok Partners LP position peaked at $26K in Q1 2017.
  • 5 funds tracked by Wall St. Rank held Oneok Partners LP as of Q3 2017.

Based on Global Retirement Partners's 13F filing for Q3 2017, filed 10 Aug 2018.