Krilogy Financial’s Oneok Partners LP OKS Stock Holding History

Krilogy Financial’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	-3,720	Closed	-$190K	–	883
2017 Q2	$190K	Sell	3,720 -123	-3%	-$6.23K	0.05%	148
2017 Q1	$165K	Hold	3,843	–	–	0.05%	150
2016 Q4	$165K	Buy	3,843 +243	+7%	+$10.1K	0.05%	150
2016 Q3	$144K	Sell	3,600 -1,968	-35%	-$78.6K	0.05%	164
2016 Q2	$223K	Buy	5,568 +1,818	+48%	+$66.5K	0.08%	113
2016 Q1	$118K	Hold	3,750	–	–	0.05%	156
2015 Q4	$113K	Sell	3,750 -300	-7%	-$9.1K	0.11%	83
2015 Q3	$119K	Buy	+4,050	New	+$131K	0.06%	121

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

Krilogy Financial's OKS Position: Q3 2017 in Review

Krilogy Financial sold out of Oneok Partners LP (OKS) in Q3 2017, closing a stake of 3,720 shares — an estimated $190K sold.

Krilogy Financial first reported a position in OKS in Q3 2015 and held it in 8 quarters. The position peaked at $223K in Q2 2016. 5 funds tracked by Wall St. Rank hold OKS as of Q3 2017.

Krilogy Financial reported no remaining Oneok Partners LP position as of Q3 2017 after selling out during the quarter.
Krilogy Financial sold 3,720 Oneok Partners LP shares in Q3 2017, an estimated $190K.
Krilogy Financial first reported a position in Oneok Partners LP in Q3 2015 and held it in 8 quarters.
Krilogy Financial's Oneok Partners LP position peaked at $223K in Q2 2016.
5 funds tracked by Wall St. Rank held Oneok Partners LP as of Q3 2017.

Based on Krilogy Financial's 13F filing for Q3 2017, filed 15 Nov 2017.