Wealthspire Advisors (Maryland)
OKS

Wealthspire Advisors (Maryland)’s Oneok Partners LP OKS Stock Holding History

Wealthspire Advisors (Maryland)’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
-5,063
Closed -$259K – 2633
2017
Q2 		$259K Sell
5,063
-40
-0.8% -$2.03K 0.03% 376
2017
Q1 		$276K Buy
5,103
+584
+13% +$29.2K 0.04% 305
2016
Q4 		$194K Hold
4,519
– – 0.03% 382
2016
Q3 		$181K Buy
4,519
+290
+7% +$11.6K 0.03% 411
2016
Q2 		$169K Buy
4,229
+55
+1% +$2.01K 0.03% 409
2016
Q1 		$131K Buy
4,174
+38
+0.9% +$1.07K 0.02% 463
2015
Q4 		$125K Buy
+4,136
New +$125K 0.02% 476

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

Wealthspire Advisors (Maryland)'s OKS Position: Q3 2017 in Review

Wealthspire Advisors (Maryland) sold out of Oneok Partners LP (OKS) in Q3 2017, closing a stake of 5,063 shares — an estimated $259K sold.

Wealthspire Advisors (Maryland) first reported a position in OKS in Q4 2015 and held it in 7 quarters. The position peaked at $276K in Q1 2017. 5 funds tracked by Wall St. Rank hold OKS as of Q3 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Oneok Partners LP position as of Q3 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 5,063 Oneok Partners LP shares in Q3 2017, an estimated $259K.
  • Wealthspire Advisors (Maryland) first reported a position in Oneok Partners LP in Q4 2015 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Oneok Partners LP position peaked at $276K in Q1 2017.
  • 5 funds tracked by Wall St. Rank held Oneok Partners LP as of Q3 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2017, filed 8 Nov 2017.