VWA
OKS

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

V 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
-4,655
Closed -$238K – 828
2017
Q2 		$238K Buy
4,655
+25
+0.5% +$1.27K 0.11% 161
2017
Q1 		$250K Buy
+4,630
New +$231K 0.15% 149

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

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

V Wealth Advisors sold out of Oneok Partners LP (OKS) in Q3 2017, closing a stake of 4,655 shares — an estimated $238K sold.

V Wealth Advisors first reported a position in OKS in Q1 2017 and held it in 2 quarters. The position peaked at $250K in Q1 2017. 5 funds tracked by Wall St. Rank hold OKS as of Q3 2017.

  • V Wealth Advisors reported no remaining Oneok Partners LP position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 4,655 Oneok Partners LP shares in Q3 2017, an estimated $238K.
  • V Wealth Advisors first reported a position in Oneok Partners LP in Q1 2017 and held it in 2 quarters.
  • V Wealth Advisors's Oneok Partners LP position peaked at $250K in Q1 2017.
  • 5 funds tracked by Wall St. Rank held Oneok Partners LP as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.