WAS
OKS

WESPAC Advisors SoCal’s Oneok Partners LP OKS Stock Holding History

WESPAC Advisors SoCal’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
-100
Closed -$5K – 283
2017
Q2 		$5K Hold
100
– – ﹤0.01% 214
2017
Q1 		$5.4K Hold
100
– – ﹤0.01% 209
2016
Q4 		$4.3K Hold
100
– – ﹤0.01% 217
2016
Q3 		$4K Hold
100
– – ﹤0.01% 228
2016
Q2 		$4.01K Hold
100
– – ﹤0.01% 244
2016
Q1 		$3.14K Hold
100
– – ﹤0.01% 251
2015
Q4 		$3K Buy
+100
New +$3.03K ﹤0.01% 230

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

WESPAC Advisors SoCal's OKS Position: Q3 2017 in Review

WESPAC Advisors SoCal sold out of Oneok Partners LP (OKS) in Q3 2017, closing a stake of 100 shares — an estimated $5K sold.

WESPAC Advisors SoCal first reported a position in OKS in Q4 2015 and held it in 7 quarters. The position peaked at $5.4K in Q1 2017. 5 funds tracked by Wall St. Rank hold OKS as of Q3 2017.

  • WESPAC Advisors SoCal reported no remaining Oneok Partners LP position as of Q3 2017 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 100 Oneok Partners LP shares in Q3 2017, an estimated $5K.
  • WESPAC Advisors SoCal first reported a position in Oneok Partners LP in Q4 2015 and held it in 7 quarters.
  • WESPAC Advisors SoCal's Oneok Partners LP position peaked at $5.4K in Q1 2017.
  • 5 funds tracked by Wall St. Rank held Oneok Partners LP as of Q3 2017.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2017, filed 3 Nov 2017.