Northwestern Mutual Wealth Management
OKS

Northwestern Mutual Wealth Management’s Oneok Partners LP OKS Stock Holding History

Northwestern Mutual Wealth 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
-10,877
Closed -$555K – 2375
2017
Q2 		$555K Sell
10,877
-24
-0.2% -$1.22K ﹤0.01% 455
2017
Q1 		$589K Sell
10,901
-4,580
-30% -$229K 0.01% 425
2016
Q4 		$666K Sell
15,481
-461
-3% -$19.1K 0.01% 395
2016
Q3 		$637K Buy
15,942
+5,978
+60% +$239K 0.01% 394
2016
Q2 		$399K Buy
9,964
+9,050
+990% +$331K 0.01% 449
2016
Q1 		$29K Hold
914
– – ﹤0.01% 1067
2015
Q4 		$28K Buy
914
+600
+191% +$18.2K ﹤0.01% 920
2015
Q3 		$9K Buy
+314
New +$10.2K ﹤0.01% 1122
2015
Q2 		– Sell
-189
Closed -$8K – 1753
2015
Q1 		$8K Buy
+189
New +$7.9K ﹤0.01% 1094
2014
Q4 		– Sell
-30
Closed -$2K – 1879
2014
Q3 		$2K Buy
+30
New +$1.71K ﹤0.01% 1221
2014
Q1 		– Sell
-511
Closed -$27K – 1541
2013
Q4 		$27K Buy
+511
New +$26.9K ﹤0.01% 728

Other funds holding OKS

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 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

Northwestern Mutual Wealth Management's OKS Position: Q3 2017 in Review

Northwestern Mutual Wealth Management sold out of Oneok Partners LP (OKS) in Q3 2017, closing a stake of 10,877 shares — an estimated $555K sold.

Northwestern Mutual Wealth Management first reported a position in OKS in Q4 2013 and held it in 11 quarters. The position peaked at $666K in Q4 2016. 5 funds tracked by Wall St. Rank hold OKS as of Q3 2017.

  • Northwestern Mutual Wealth Management reported no remaining Oneok Partners LP position as of Q3 2017 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 10,877 Oneok Partners LP shares in Q3 2017, an estimated $555K.
  • Northwestern Mutual Wealth Management first reported a position in Oneok Partners LP in Q4 2013 and held it in 11 quarters.
  • Northwestern Mutual Wealth Management's Oneok Partners LP position peaked at $666K in Q4 2016.
  • 5 funds tracked by Wall St. Rank held Oneok Partners LP as of Q3 2017.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2017, filed 7 Nov 2017.