PL
OKS

Plancorp LLC’s Oneok Partners LP OKS Stock Holding History

Plancorp LLC’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
-10,545
Closed -$539K – 179
2017
Q2 		$539K Hold
10,545
– – 0.16% 89
2017
Q1 		$569K Hold
10,545
– – 0.17% 90
2016
Q4 		$453K Hold
10,545
– – 0.13% 98
2016
Q3 		$421K Buy
+10,545
New +$421K 0.27% 61
2016
Q1 		– Sell
-9,745
Closed -$294K – 86
2015
Q4 		$294K Hold
9,745
– – 0.35% 56
2015
Q3 		$285K Hold
9,745
– – 0.26% 71
2015
Q2 		$331K Buy
+9,745
New +$386K 0.31% 53

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