GAM
OKS

Gould Asset Management’s Oneok Partners LP OKS Stock Holding History

Gould Asset 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
-12,845
Closed -$656K – 138
2017
Q2 		$656K Sell
12,845
-290
-2% -$14.7K 0.32% 46
2017
Q1 		$709K Hold
13,135
– – 0.36% 40
2016
Q4 		$565K Sell
13,135
-465
-3% -$19.3K 0.29% 48
2016
Q3 		$543K Sell
13,600
-405
-3% -$16.2K 0.29% 48
2016
Q2 		$561K Hold
14,005
– – 0.3% 45
2016
Q1 		$440K Sell
14,005
-2,660
-16% -$75K 0.24% 56
2015
Q4 		$502K Sell
16,665
-3,376
-17% -$102K 0.27% 53
2015
Q3 		$586K Hold
20,041
– – 0.33% 48
2015
Q2 		$681K Buy
20,041
+1,585
+9% +$62.7K 0.35% 45
2015
Q1 		$754K Buy
18,456
+1,480
+9% +$61.9K 0.37% 42
2014
Q4 		$673K Buy
16,976
+835
+5% +$39.6K 0.33% 44
2014
Q3 		$903K Buy
16,141
+1,030
+7% +$58.7K 0.44% 36
2014
Q2 		$886K Buy
15,111
+1,015
+7% +$56.6K 0.43% 34
2014
Q1 		$755K Buy
14,096
+5,201
+58% +$276K 0.4% 40
2013
Q4 		$468K Sell
8,895
-705
-7% -$37.2K 0.27% 48
2013
Q3 		$509K Buy
9,600
+1,335
+16% +$67.7K 0.32% 47
2013
Q2 		$409K Buy
+8,265
New +$435K 0.26% 49

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