MWAC
OKS

Mariner Wealth Advisors (Cincinnati)’s Oneok Partners LP OKS Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
-39,548
Closed -$2.02M – 285
2017
Q2 		$2.02M Sell
39,548
-30,800
-44% -$1.56M 0.14% 94
2017
Q1 		$3.8M Hold
70,348
– – 0.27% 78
2016
Q4 		$3.03M Hold
70,348
– – 0.24% 82
2016
Q3 		$2.81M Hold
70,348
– – 0.24% 84
2016
Q2 		$2.82M Hold
70,348
– – 0.25% 83
2016
Q1 		$2.21M Sell
70,348
-18,676
-21% -$526K 0.22% 83
2015
Q4 		$2.68M Buy
+89,024
New +$2.7M 0.26% 74

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

Mariner Wealth Advisors (Cincinnati)'s OKS Position: Q3 2017 in Review

Mariner Wealth Advisors (Cincinnati) sold out of Oneok Partners LP (OKS) in Q3 2017, closing a stake of 39,548 shares — an estimated $2.02M sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in OKS in Q4 2015 and held it in 7 quarters. The position peaked at $3.8M in Q1 2017. 5 funds tracked by Wall St. Rank hold OKS as of Q3 2017.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining Oneok Partners LP position as of Q3 2017 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 39,548 Oneok Partners LP shares in Q3 2017, an estimated $2.02M.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Oneok Partners LP in Q4 2015 and held it in 7 quarters.
  • Mariner Wealth Advisors (Cincinnati)'s Oneok Partners LP position peaked at $3.8M in Q1 2017.
  • 5 funds tracked by Wall St. Rank held Oneok Partners LP as of Q3 2017.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2017, filed 13 Nov 2017.