WA
OKS

WealthTrust Axiom’s Oneok Partners LP OKS Stock Holding History

WealthTrust Axiom’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
-5,400
Closed -$275K – 227
2017
Q2 		$275K Hold
5,400
– – 0.1% 171
2017
Q1 		$291K Hold
5,400
– – 0.11% 160
2016
Q4 		$232K Hold
5,400
– – 0.08% 181
2016
Q3 		$215K Hold
5,400
– – 0.08% 189
2016
Q2 		$216K Buy
+5,400
New +$197K 0.08% 183

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

WealthTrust Axiom's OKS Position: Q3 2017 in Review

WealthTrust Axiom sold out of Oneok Partners LP (OKS) in Q3 2017, closing a stake of 5,400 shares — an estimated $275K sold.

WealthTrust Axiom first reported a position in OKS in Q2 2016 and held it in 5 quarters. The position peaked at $291K in Q1 2017. 5 funds tracked by Wall St. Rank hold OKS as of Q3 2017.

  • WealthTrust Axiom reported no remaining Oneok Partners LP position as of Q3 2017 after selling out during the quarter.
  • WealthTrust Axiom sold 5,400 Oneok Partners LP shares in Q3 2017, an estimated $275K.
  • WealthTrust Axiom first reported a position in Oneok Partners LP in Q2 2016 and held it in 5 quarters.
  • WealthTrust Axiom's Oneok Partners LP position peaked at $291K in Q1 2017.
  • 5 funds tracked by Wall St. Rank held Oneok Partners LP as of Q3 2017.

Based on WealthTrust Axiom's 13F filing for Q3 2017, filed 1 Nov 2017.