NFG
OKS

Next Financial Group’s Oneok Partners LP OKS Stock Holding History

Next Financial Group’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
-400
Closed -$20K – 2048
2017
Q2 		$20K Hold
400
– – ﹤0.01% 1097
2017
Q1 		$21K Hold
400
– – 0.01% 1044
2016
Q4 		$17K Hold
400
– – ﹤0.01% 1448
2016
Q3 		$16K Buy
400
+200
+100% +$7.99K ﹤0.01% 1468
2016
Q2 		$8K Hold
200
– – ﹤0.01% 1299
2016
Q1 		$6K Sell
200
-280
-58% -$7.89K ﹤0.01% 1348
2015
Q4 		$14K Hold
480
– – 0.01% 1071
2015
Q3 		$14K Hold
480
– – 0.01% 1094
2015
Q2 		$16K Sell
480
-225
-32% -$8.9K 0.01% 1095
2015
Q1 		$28K Sell
705
-171
-20% -$7.15K 0.01% 872
2014
Q4 		$35K Sell
876
-447
-34% -$21.2K 0.01% 791
2014
Q3 		$74K Buy
+1,323
New +$75.4K 0.01% 770

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

Next Financial Group's OKS Position: Q3 2017 in Review

Next Financial Group sold out of Oneok Partners LP (OKS) in Q3 2017, closing a stake of 400 shares — an estimated $20K sold.

Next Financial Group first reported a position in OKS in Q3 2014 and held it in 12 quarters. The position peaked at $74K in Q3 2014. 5 funds tracked by Wall St. Rank hold OKS as of Q3 2017.

  • Next Financial Group reported no remaining Oneok Partners LP position as of Q3 2017 after selling out during the quarter.
  • Next Financial Group sold 400 Oneok Partners LP shares in Q3 2017, an estimated $20K.
  • Next Financial Group first reported a position in Oneok Partners LP in Q3 2014 and held it in 12 quarters.
  • Next Financial Group's Oneok Partners LP position peaked at $74K in Q3 2014.
  • 5 funds tracked by Wall St. Rank held Oneok Partners LP as of Q3 2017.

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