MCM
OKS

Monarch Capital Management’s Oneok Partners LP OKS Stock Holding History

Monarch Capital Management’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
-5,100
Closed -$260K – 96
2017
Q2 		$260K Hold
5,100
– – 0.1% 84
2017
Q1 		$275K Sell
5,100
-550
-10% -$27.5K 0.1% 87
2016
Q4 		$243K Sell
5,650
-200
-3% -$8.3K 0.09% 90
2016
Q3 		$234K Hold
5,850
– – 0.09% 89
2016
Q2 		$234K Buy
+5,850
New +$214K 0.09% 91
2015
Q3 		– Sell
-7,100
Closed -$241K – 103
2015
Q2 		$241K Buy
7,100
+1,500
+27% +$59.3K 0.09% 91
2015
Q1 		$229K Buy
+5,600
New +$234K 0.09% 97

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

Monarch Capital Management's OKS Position: Q3 2017 in Review

Monarch Capital Management sold out of Oneok Partners LP (OKS) in Q3 2017, closing a stake of 5,100 shares — an estimated $260K sold.

Monarch Capital Management first reported a position in OKS in Q1 2015 and held it in 7 quarters. The position peaked at $275K in Q1 2017. 5 funds tracked by Wall St. Rank hold OKS as of Q3 2017.

  • Monarch Capital Management reported no remaining Oneok Partners LP position as of Q3 2017 after selling out during the quarter.
  • Monarch Capital Management sold 5,100 Oneok Partners LP shares in Q3 2017, an estimated $260K.
  • Monarch Capital Management first reported a position in Oneok Partners LP in Q1 2015 and held it in 7 quarters.
  • Monarch Capital Management's Oneok Partners LP position peaked at $275K in Q1 2017.
  • 5 funds tracked by Wall St. Rank held Oneok Partners LP as of Q3 2017.

Based on Monarch Capital Management's 13F filing for Q3 2017, filed 18 Oct 2017.