WP
OKS

WMS Partners’s Oneok Partners LP OKS Stock Holding History

WMS Partners’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
-4,000
Closed -$204K – 220
2017
Q2 		$204K Hold
4,000
– – 0.03% 204
2017
Q1 		$216K Buy
+4,000
New +$200K 0.03% 191
2015
Q2 		– Sell
-5,320
Closed -$217K – 300
2015
Q1 		$217K Buy
+5,320
New +$222K 0.03% 249

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

WMS Partners's OKS Position: Q3 2017 in Review

WMS Partners sold out of Oneok Partners LP (OKS) in Q3 2017, closing a stake of 4,000 shares — an estimated $204K sold.

WMS Partners first reported a position in OKS in Q1 2015 and held it in 3 quarters. The position peaked at $217K in Q1 2015. 5 funds tracked by Wall St. Rank hold OKS as of Q3 2017.

  • WMS Partners reported no remaining Oneok Partners LP position as of Q3 2017 after selling out during the quarter.
  • WMS Partners sold 4,000 Oneok Partners LP shares in Q3 2017, an estimated $204K.
  • WMS Partners first reported a position in Oneok Partners LP in Q1 2015 and held it in 3 quarters.
  • WMS Partners's Oneok Partners LP position peaked at $217K in Q1 2015.
  • 5 funds tracked by Wall St. Rank held Oneok Partners LP as of Q3 2017.

Based on WMS Partners's 13F filing for Q3 2017, filed 27 Oct 2017.