WAM
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 $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