PFA
OKS

Paradigm Financial Advisors’s Oneok Partners LP OKS Stock Holding History

Paradigm Financial 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
2015
Q3 		– Sell
-9,349
Closed -$317K – 93
2015
Q2 		$317K Sell
9,349
-693
-7% -$27.4K 0.24% 75
2015
Q1 		$410K Sell
10,042
-90,729
-90% -$3.79M 0.32% 61
2014
Q4 		$399K Buy
100,771
+90,729
+903% +$4.3M 0.32% 58
2014
Q3 		$561K Buy
10,042
+4,461
+80% +$254K 0.48% 48
2014
Q2 		$327K Buy
5,581
+10
+0.2% +$557 0.28% 67
2014
Q1 		$298K Buy
5,571
+335
+6% +$17.8K 0.27% 64
2013
Q4 		$276K Buy
+5,236
New +$276K 0.27% 64

Other funds holding OKS

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Paradigm Financial Advisors's OKS Position: Q3 2015 in Review

Paradigm Financial Advisors sold out of Oneok Partners LP (OKS) in Q3 2015, closing a stake of 9,349 shares — an estimated $317K sold.

Paradigm Financial Advisors first reported a position in OKS in Q4 2013 and held it in 7 quarters. The position peaked at $561K in Q3 2014. 297 funds tracked by Wall St. Rank hold OKS as of Q3 2015.

  • Paradigm Financial Advisors reported no remaining Oneok Partners LP position as of Q3 2015 after selling out during the quarter.
  • Paradigm Financial Advisors sold 9,349 Oneok Partners LP shares in Q3 2015, an estimated $317K.
  • Paradigm Financial Advisors first reported a position in Oneok Partners LP in Q4 2013 and held it in 7 quarters.
  • Paradigm Financial Advisors's Oneok Partners LP position peaked at $561K in Q3 2014.
  • 297 funds tracked by Wall St. Rank held Oneok Partners LP as of Q3 2015.

Based on Paradigm Financial Advisors's 13F filing for Q3 2015, filed 27 Oct 2015.