MWAC
OKS
Mariner Wealth Advisors (Cincinnati)’s Oneok Partners LP OKS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$1.57M | 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% | -$586K | 0.22% | 83 |
|
|
2015
Q4 | $2.68M | Buy |
+89,024
| New | +$2.68M | 0.26% | 74 |
|