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 $984M AUM 41.12% 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

Sheaff Brock Investment Advisors's OKS Position: Q3 2017 in Review

Sheaff Brock Investment Advisors sold out of Oneok Partners LP (OKS) in Q3 2017, closing a stake of 18,494 shares — an estimated $944K sold.

Sheaff Brock Investment Advisors first reported a position in OKS in Q4 2015 and held it in 7 quarters. The position peaked at $1.02M in Q1 2017. 5 funds tracked by Wall St. Rank hold OKS as of Q3 2017.

  • Sheaff Brock Investment Advisors reported no remaining Oneok Partners LP position as of Q3 2017 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 18,494 Oneok Partners LP shares in Q3 2017, an estimated $944K.
  • Sheaff Brock Investment Advisors first reported a position in Oneok Partners LP in Q4 2015 and held it in 7 quarters.
  • Sheaff Brock Investment Advisors's Oneok Partners LP position peaked at $1.02M in Q1 2017.
  • 5 funds tracked by Wall St. Rank held Oneok Partners LP as of Q3 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.