IFP Advisors’s Oneok Partners LP OKS Stock Holding History

IFP Advisors’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	-14,467	Closed	-$739K	–	4385
2017 Q2	$739K	Sell	14,467 -669	-4%	-$33.9K	0.03%	527
2017 Q1	$817K	Sell	15,136 -151	-1%	-$7.54K	0.04%	491
2016 Q4	$658K	Buy	15,287 +915	+6%	+$38K	0.03%	523
2016 Q3	$574K	Sell	14,372 -108	-0.7%	-$4.32K	0.03%	512
2016 Q2	$580K	Buy	+14,480	New	+$530K	0.03%	500
2016 Q1	–	Sell	-16,438	Closed	-$495K	–	4061
2015 Q4	$495K	Buy	+16,438	New	+$499K	0.03%	503

Other funds holding OKS

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

ACM

Adalta Capital Management New York $228M AUM 26.26% 1-Year Est. Return

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

IFP Advisors's OKS Position: Q3 2017 in Review

IFP Advisors sold out of Oneok Partners LP (OKS) in Q3 2017, closing a stake of 14,467 shares — an estimated $739K sold.

IFP Advisors first reported a position in OKS in Q4 2015 and held it in 6 quarters. The position peaked at $817K in Q1 2017. 5 funds tracked by Wall St. Rank hold OKS as of Q3 2017.

IFP Advisors reported no remaining Oneok Partners LP position as of Q3 2017 after selling out during the quarter.
IFP Advisors sold 14,467 Oneok Partners LP shares in Q3 2017, an estimated $739K.
IFP Advisors first reported a position in Oneok Partners LP in Q4 2015 and held it in 6 quarters.
IFP Advisors's Oneok Partners LP position peaked at $817K in Q1 2017.
5 funds tracked by Wall St. Rank held Oneok Partners LP as of Q3 2017.

Based on IFP Advisors's 13F filing for Q3 2017, filed 30 Oct 2017.