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 $228M AUM 26.26% 1-Year Est. Return

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

Plancorp LLC's OKS Position: Q3 2017 in Review

Plancorp LLC sold out of Oneok Partners LP (OKS) in Q3 2017, closing a stake of 10,545 shares — an estimated $539K sold.

Plancorp LLC first reported a position in OKS in Q2 2015 and held it in 7 quarters. The position peaked at $569K in Q1 2017. 5 funds tracked by Wall St. Rank hold OKS as of Q3 2017.

Plancorp LLC reported no remaining Oneok Partners LP position as of Q3 2017 after selling out during the quarter.
Plancorp LLC sold 10,545 Oneok Partners LP shares in Q3 2017, an estimated $539K.
Plancorp LLC first reported a position in Oneok Partners LP in Q2 2015 and held it in 7 quarters.
Plancorp LLC's Oneok Partners LP position peaked at $569K in Q1 2017.
5 funds tracked by Wall St. Rank held Oneok Partners LP as of Q3 2017.

Based on Plancorp LLC's 13F filing for Q3 2017, filed 11 Oct 2017.