SBIA
OKS

Sheaff Brock Investment Advisors’s Oneok Partners LP OKS Stock Holding History

Sheaff Brock Investment 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
-18,494
Closed -$944K – 643
2017
Q2 		$944K Sell
18,494
-359
-2% -$18.2K 0.12% 163
2017
Q1 		$1.02M Buy
18,853
+138
+0.7% +$6.89K 0.13% 143
2016
Q4 		$805K Buy
18,715
+849
+5% +$35.2K 0.1% 204
2016
Q3 		$714K Sell
17,866
-767
-4% -$30.6K 0.1% 211
2016
Q2 		$746K Sell
18,633
-50
-0.3% -$1.83K 0.09% 213
2016
Q1 		$587K Sell
18,683
-227
-1% -$6.4K 0.07% 263
2015
Q4 		$570K Buy
+18,910
New +$574K 0.06% 292

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