RFA
OKS

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

Reilly 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
2017
Q3 		– Sell
-200
Closed -$10K – 1052
2017
Q2 		$10K Sell
200
-200
-50% -$10.1K ﹤0.01% 655
2017
Q1 		$22K Sell
400
-5,200
-93% -$260K ﹤0.01% 465
2016
Q4 		$241K Sell
5,600
-1,000
-15% -$41.5K 0.04% 134
2016
Q3 		$264K Hold
6,600
– – 0.05% 125
2016
Q2 		$264K Buy
+6,600
New +$241K 0.05% 124
2015
Q4 		– Sell
-2,200
Closed -$66.8K – 1467
2015
Q3 		$64K Hold
2,200
– – 0.01% 343
2015
Q2 		$75K Buy
2,200
+600
+38% +$23.7K 0.01% 344
2015
Q1 		$65K Buy
1,600
+1,000
+167% +$41.8K 0.01% 360
2014
Q4 		$24K Hold
600
– – 0.01% 369
2014
Q3 		$34K Sell
600
-100
-14% -$5.7K 0.01% 312
2014
Q2 		$41K Hold
700
– – 0.01% 291
2014
Q1 		$37K Hold
700
– – 0.01% 323
2013
Q4 		$37K Sell
700
-400
-36% -$21.1K 0.01% 297
2013
Q3 		$59K Buy
1,100
+400
+57% +$20.3K 0.02% 196
2013
Q2 		$35K Buy
+700
New +$36.8K 0.01% 276

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

Reilly Financial Advisors's OKS Position: Q3 2017 in Review

Reilly Financial Advisors sold out of Oneok Partners LP (OKS) in Q3 2017, closing a stake of 200 shares — an estimated $10K sold.

Reilly Financial Advisors first reported a position in OKS in Q2 2013 and held it in 15 quarters. The position peaked at $264K in Q3 2016. 5 funds tracked by Wall St. Rank hold OKS as of Q3 2017.

  • Reilly Financial Advisors reported no remaining Oneok Partners LP position as of Q3 2017 after selling out during the quarter.
  • Reilly Financial Advisors sold 200 Oneok Partners LP shares in Q3 2017, an estimated $10K.
  • Reilly Financial Advisors first reported a position in Oneok Partners LP in Q2 2013 and held it in 15 quarters.
  • Reilly Financial Advisors's Oneok Partners LP position peaked at $264K in Q3 2016.
  • 5 funds tracked by Wall St. Rank held Oneok Partners LP as of Q3 2017.

Based on Reilly Financial Advisors's 13F filing for Q3 2017, filed 20 Oct 2017.