KPCM
OKS

Kings Point Capital Management’s Oneok Partners LP OKS Stock Holding History

Kings Point Capital 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
-3,785
Closed -$193K – 378
2017
Q2 		$193K Hold
3,785
– – 0.04% 140
2017
Q1 		$204K Sell
3,785
-1,200
-24% -$59.9K 0.05% 136
2016
Q4 		$214K Hold
4,985
– – 0.05% 127
2016
Q3 		$199K Buy
4,985
+655
+15% +$26.2K 0.05% 119
2016
Q2 		$173K Buy
4,330
+3,130
+261% +$114K 0.04% 125
2016
Q1 		$38K Hold
1,200
– – 0.01% 200
2015
Q4 		$36K Hold
1,200
– – 0.01% 240
2015
Q3 		$35K Hold
1,200
– – 0.01% 257
2015
Q2 		$41K Hold
1,200
– – 0.01% 235
2015
Q1 		$49K Hold
1,200
– – 0.01% 215
2014
Q4 		$48K Sell
1,200
-262
-18% -$12.4K 0.01% 200
2014
Q3 		$82K Hold
1,462
– – 0.02% 154
2014
Q2 		$86K Buy
1,462
+262
+22% +$14.6K 0.03% 147
2014
Q1 		$64K Hold
1,200
– – 0.02% 158
2013
Q4 		$63K Hold
1,200
– – 0.02% 155
2013
Q3 		$64K Hold
1,200
– – 0.02% 157
2013
Q2 		$59K Buy
+1,200
New +$63.1K 0.02% 167

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
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

Kings Point Capital Management's OKS Position: Q3 2017 in Review

Kings Point Capital Management sold out of Oneok Partners LP (OKS) in Q3 2017, closing a stake of 3,785 shares — an estimated $193K sold.

Kings Point Capital Management first reported a position in OKS in Q2 2013 and held it in 17 quarters. The position peaked at $214K in Q4 2016. 5 funds tracked by Wall St. Rank hold OKS as of Q3 2017.

  • Kings Point Capital Management reported no remaining Oneok Partners LP position as of Q3 2017 after selling out during the quarter.
  • Kings Point Capital Management sold 3,785 Oneok Partners LP shares in Q3 2017, an estimated $193K.
  • Kings Point Capital Management first reported a position in Oneok Partners LP in Q2 2013 and held it in 17 quarters.
  • Kings Point Capital Management's Oneok Partners LP position peaked at $214K in Q4 2016.
  • 5 funds tracked by Wall St. Rank held Oneok Partners LP as of Q3 2017.

Based on Kings Point Capital Management's 13F filing for Q3 2017, filed 14 Nov 2017.