Advisory Research’s Anadarko Petroleum APC Stock Holding History

Advisory Research’s Portfolio APC Stock Details APC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-20,688	Closed	-$2.1M	–	351
2014 Q3	$2.1M	Buy	+20,688	New	+$2.23M	0.02%	198
2014 Q2	–	Sell	-819	Closed	-$69K	–	720
2014 Q1	$69K	Sell	819 -132,801	-99%	-$10.9M	﹤0.01%	585
2013 Q4	$10.6M	Sell	133,620 -60	-0%	-$5.38K	0.11%	146
2013 Q3	$12.4M	Buy	133,680 +725	+0.5%	+$66K	0.13%	145
2013 Q2	$11.4M	Buy	+132,955	New	+$11.4M	0.13%	148

Other funds holding APC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisory Research's APC Position: Q4 2014 in Review

Advisory Research sold out of Anadarko Petroleum (APC) in Q4 2014, closing a stake of 20,688 shares — an estimated $2.1M sold.

Advisory Research first reported a position in APC in Q2 2013 and held it in 5 quarters. The position peaked at $12.4M in Q3 2013. 893 funds tracked by Wall St. Rank hold APC as of Q4 2014.

Advisory Research reported no remaining Anadarko Petroleum position as of Q4 2014 after selling out during the quarter.
Advisory Research sold 20,688 Anadarko Petroleum shares in Q4 2014, an estimated $2.1M.
Advisory Research first reported a position in Anadarko Petroleum in Q2 2013 and held it in 5 quarters.
Advisory Research's Anadarko Petroleum position peaked at $12.4M in Q3 2013.
893 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q4 2014.

Based on Advisory Research's 13F filing for Q4 2014, filed 13 Feb 2015.