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
2016
Q2 		– Sell
-10,050
Closed -$316K – 1056
2016
Q1 		$316K Buy
10,050
+8,450
+528% +$238K 0.05% 149
2015
Q4 		$48K Buy
+1,600
New +$48.5K 0.01% 403

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.