KF
OKS

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 $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