Karpas Strategies’s Oneok Partners LP OKS Stock Holding History

Karpas Strategies’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	-81,650	Closed	-$4.17M	–	125
2017 Q2	$4.17M	Hold	81,650	–	–	1.88%	15
2017 Q1	$4.41M	Hold	81,650	–	–	2.01%	15
2016 Q4	$3.51M	Hold	81,650	–	–	1.66%	21
2016 Q3	$3.26M	Hold	81,650	–	–	1.59%	21
2016 Q2	$3.27M	Hold	81,650	–	–	1.63%	20
2016 Q1	$2.56M	Hold	81,650	–	–	1.33%	23
2015 Q4	$2.46M	Sell	81,650 -1,150	-1%	-$34.9K	1.3%	23
2015 Q3	$2.42M	Hold	82,800	–	–	1.34%	22
2015 Q2	$2.81M	Hold	82,800	–	–	1.4%	22
2015 Q1	$3.38M	Hold	82,800	–	–	1.64%	22
2014 Q4	$3.28M	Hold	82,800	–	–	1.57%	22
2014 Q3	$4.63M	Hold	82,800	–	–	2.32%	12
2014 Q2	$4.85M	Hold	82,800	–	–	2.43%	11
2014 Q1	$4.43M	Hold	82,800	–	–	2.36%	9
2013 Q4	$4.36M	Hold	82,800	–	–	2.4%	11
2013 Q3	$4.39M	Hold	82,800	–	–	2.57%	9
2013 Q2	$4.1M	Buy	+82,800	New	+$4.35M	2.51%	10

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

Karpas Strategies's OKS Position: Q3 2017 in Review

Karpas Strategies sold out of Oneok Partners LP (OKS) in Q3 2017, closing a stake of 81,650 shares — an estimated $4.17M sold.

Karpas Strategies first reported a position in OKS in Q2 2013 and held it in 17 quarters. The position peaked at $4.85M in Q2 2014. 5 funds tracked by Wall St. Rank hold OKS as of Q3 2017.

Karpas Strategies reported no remaining Oneok Partners LP position as of Q3 2017 after selling out during the quarter.
Karpas Strategies sold 81,650 Oneok Partners LP shares in Q3 2017, an estimated $4.17M.
Karpas Strategies first reported a position in Oneok Partners LP in Q2 2013 and held it in 17 quarters.
Karpas Strategies's Oneok Partners LP position peaked at $4.85M in Q2 2014.
5 funds tracked by Wall St. Rank held Oneok Partners LP as of Q3 2017.

Based on Karpas Strategies's 13F filing for Q3 2017, filed 8 Nov 2017.