TWA
OKS

TCI Wealth Advisors’s Oneok Partners LP OKS Stock Holding History

TCI Wealth 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
-3,400
Closed -$174K – 1430
2017
Q2 		$174K Hold
3,400
– – 0.09% 147
2017
Q1 		$184K Buy
3,400
+14
+0.4% +$699 0.1% 141
2016
Q4 		$146K Buy
3,386
+338
+11% +$14K 0.08% 177
2016
Q3 		$122K Hold
3,048
– – 0.07% 187
2016
Q2 		$122K Sell
3,048
-87
-3% -$3.18K 0.07% 180
2016
Q1 		$98K Buy
3,135
+87
+3% +$2.45K 0.05% 209
2015
Q4 		$92K Hold
3,048
– – 0.05% 214
2015
Q3 		$89K Hold
3,048
– – 0.05% 210
2015
Q2 		$104K Sell
3,048
-1,170
-28% -$46.3K 0.06% 192
2015
Q1 		$172K Buy
4,218
+2,800
+197% +$117K 0.11% 128
2014
Q4 		$56K Hold
1,418
– – 0.03% 238
2014
Q3 		$79K Hold
1,418
– – 0.05% 194
2014
Q2 		$83K Hold
1,418
– – 0.05% 202
2014
Q1 		$76K Hold
1,418
– – 0.05% 191
2013
Q4 		$75K Buy
1,418
+1,170
+472% +$61.7K 0.05% 198
2013
Q3 		$13K Hold
248
– – 0.01% 342
2013
Q2 		$12K Buy
+248
New +$13K 0.01% 355

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

TCI Wealth Advisors's OKS Position: Q3 2017 in Review

TCI Wealth Advisors sold out of Oneok Partners LP (OKS) in Q3 2017, closing a stake of 3,400 shares — an estimated $174K sold.

TCI Wealth Advisors first reported a position in OKS in Q2 2013 and held it in 17 quarters. The position peaked at $184K in Q1 2017. 5 funds tracked by Wall St. Rank hold OKS as of Q3 2017.

  • TCI Wealth Advisors reported no remaining Oneok Partners LP position as of Q3 2017 after selling out during the quarter.
  • TCI Wealth Advisors sold 3,400 Oneok Partners LP shares in Q3 2017, an estimated $174K.
  • TCI Wealth Advisors first reported a position in Oneok Partners LP in Q2 2013 and held it in 17 quarters.
  • TCI Wealth Advisors's Oneok Partners LP position peaked at $184K in Q1 2017.
  • 5 funds tracked by Wall St. Rank held Oneok Partners LP as of Q3 2017.

Based on TCI Wealth Advisors's 13F filing for Q3 2017, filed 24 Oct 2017.