PFS
OKS

Prospera Financial Services’s Oneok Partners LP OKS Stock Holding History

Prospera Financial Services’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
-4,925
Closed -$252K – 458
2017
Q2 		$252K Sell
4,925
-1,168
-19% -$59.2K 0.04% 346
2017
Q1 		$329K Sell
6,093
-204
-3% -$10.2K 0.06% 251
2016
Q4 		$272K Hold
6,297
– – 0.05% 290
2016
Q3 		$252K Buy
6,297
+125
+2% +$4.99K 0.05% 300
2016
Q2 		$247K Buy
+6,172
New +$226K 0.05% 280

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