UWPG
OKS

Ullmann Wealth Partners Group’s Oneok Partners LP OKS Stock Holding History

Ullmann Wealth Partners Group’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
-1,018
Closed -$51K – 156
2017
Q2 		$51K Hold
1,018
– – 0.04% 89
2017
Q1 		$54K Buy
+1,018
New +$50.9K 0.04% 81

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

Ullmann Wealth Partners Group's OKS Position: Q3 2017 in Review

Ullmann Wealth Partners Group sold out of Oneok Partners LP (OKS) in Q3 2017, closing a stake of 1,018 shares — an estimated $51K sold.

Ullmann Wealth Partners Group first reported a position in OKS in Q1 2017 and held it in 2 quarters. The position peaked at $54K in Q1 2017. 5 funds tracked by Wall St. Rank hold OKS as of Q3 2017.

  • Ullmann Wealth Partners Group reported no remaining Oneok Partners LP position as of Q3 2017 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 1,018 Oneok Partners LP shares in Q3 2017, an estimated $51K.
  • Ullmann Wealth Partners Group first reported a position in Oneok Partners LP in Q1 2017 and held it in 2 quarters.
  • Ullmann Wealth Partners Group's Oneok Partners LP position peaked at $54K in Q1 2017.
  • 5 funds tracked by Wall St. Rank held Oneok Partners LP as of Q3 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2017, filed 14 Nov 2017.