Oak Point Wealth Management current holdings: USA Everything Else
Oak Point Wealth Management reported $0.00 billion in partnership units, exchange-traded notes and anything else (listed in the US), 3 positions, in its Form 13F for the quarter ended 2018-03-31; the largest are ENERGY TRANSFER PARTNERS LP, COLONY NORTHSTAR INC-CLASS A, ENBRIDGE ENERGY PARTNERS LP.
- ENERGY TRANSFER PARTNERS LP: Country of operation —; Class MLP; Shares 371; Value $6,000.
- COLONY NORTHSTAR INC-CLASS A: Country of operation —; Class REIT; Shares 313; Value $2,000.
- ENBRIDGE ENERGY PARTNERS LP: Country of operation —; Class MLP; Shares 146; Value $1,000.
Form 13F-HR as filed (SEC CIK 1709443): quarter ended 2018-03-31, filed 2018-04-30. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed |
|---|---|---|---|---|---|---|
| ENERGY TRANSFER PARTNERS LP CUSIP 29278N103 | MLP | 371 | $6,000 | 2018-03-31 | 2018-04-30 | |
| COLONY NORTHSTAR INC-CLASS A CUSIP 19625W104 | REIT | 313 | $2,000 | 2018-03-31 | 2018-04-30 | |
| ENBRIDGE ENERGY PARTNERS LP CUSIP 29250R106 | MLP | 146 | $1,000 | 2018-03-31 | 2018-04-30 |
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