MGIA
OKS

Moneta Group Investment Advisors’s Oneok Partners LP OKS Stock Holding History

Moneta Group Investment Advisors’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
-4,000
Closed -$204K – 220
2017
Q2 		$204K Hold
4,000
– – 0.03% 180
2017
Q1 		$216K Buy
+4,000
New +$200K 0.04% 149
2015
Q4 		– Sell
-4,000
Closed -$117K – 497
2015
Q3 		$117K Buy
+4,000
New +$129K 0.03% 169

Other funds holding OKS

AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
ACM
Adalta Capital Management New York $228M AUM 26.26% 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 $120M AUM 63.01% 1-Year Est. Return

Moneta Group Investment Advisors's OKS Position: Q3 2017 in Review

Moneta Group Investment Advisors sold out of Oneok Partners LP (OKS) in Q3 2017, closing a stake of 4,000 shares — an estimated $204K sold.

Moneta Group Investment Advisors first reported a position in OKS in Q3 2015 and held it in 3 quarters. The position peaked at $216K in Q1 2017. 5 funds tracked by Wall St. Rank hold OKS as of Q3 2017.

  • Moneta Group Investment Advisors reported no remaining Oneok Partners LP position as of Q3 2017 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 4,000 Oneok Partners LP shares in Q3 2017, an estimated $204K.
  • Moneta Group Investment Advisors first reported a position in Oneok Partners LP in Q3 2015 and held it in 3 quarters.
  • Moneta Group Investment Advisors's Oneok Partners LP position peaked at $216K in Q1 2017.
  • 5 funds tracked by Wall St. Rank held Oneok Partners LP as of Q3 2017.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.