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 $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