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 $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

Prospera Financial Services's OKS Position: Q3 2017 in Review

Prospera Financial Services sold out of Oneok Partners LP (OKS) in Q3 2017, closing a stake of 4,925 shares — an estimated $252K sold.

Prospera Financial Services first reported a position in OKS in Q2 2016 and held it in 5 quarters. The position peaked at $329K in Q1 2017. 5 funds tracked by Wall St. Rank hold OKS as of Q3 2017.

  • Prospera Financial Services reported no remaining Oneok Partners LP position as of Q3 2017 after selling out during the quarter.
  • Prospera Financial Services sold 4,925 Oneok Partners LP shares in Q3 2017, an estimated $252K.
  • Prospera Financial Services first reported a position in Oneok Partners LP in Q2 2016 and held it in 5 quarters.
  • Prospera Financial Services's Oneok Partners LP position peaked at $329K in Q1 2017.
  • 5 funds tracked by Wall St. Rank held Oneok Partners LP as of Q3 2017.

Based on Prospera Financial Services's 13F filing for Q3 2017, filed 11 Oct 2017.