MFS
OKS

Madrona Financial Services’s Oneok Partners LP OKS Stock Holding History

Madrona Financial Services’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
-5,533
Closed -$283K – 38
2017
Q2 		$283K Hold
5,533
– – 0.29% 28
2017
Q1 		$299K Hold
5,533
– – 0.32% 30
2016
Q4 		$238K Hold
5,533
– – 0.26% 35
2016
Q3 		$221K Hold
5,533
– – 0.24% 35
2016
Q2 		$222K Buy
+5,533
New +$202K 0.24% 33

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

Madrona Financial Services's OKS Position: Q3 2017 in Review

Madrona Financial Services sold out of Oneok Partners LP (OKS) in Q3 2017, closing a stake of 5,533 shares — an estimated $283K sold.

Madrona Financial Services first reported a position in OKS in Q2 2016 and held it in 5 quarters. The position peaked at $299K in Q1 2017. 5 funds tracked by Wall St. Rank hold OKS as of Q3 2017.

  • Madrona Financial Services reported no remaining Oneok Partners LP position as of Q3 2017 after selling out during the quarter.
  • Madrona Financial Services sold 5,533 Oneok Partners LP shares in Q3 2017, an estimated $283K.
  • Madrona Financial Services first reported a position in Oneok Partners LP in Q2 2016 and held it in 5 quarters.
  • Madrona Financial Services's Oneok Partners LP position peaked at $299K in Q1 2017.
  • 5 funds tracked by Wall St. Rank held Oneok Partners LP as of Q3 2017.

Based on Madrona Financial Services's 13F filing for Q3 2017, filed 8 Nov 2017.