IA
OKS

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 $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