AWS
APC

Aris Wealth Services’s Anadarko Petroleum APC Stock Holding History

Aris Wealth Services’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
2015
Q3 		$14K Hold
238
– – 0.03% 193
2015
Q2 		$19K Hold
238
– – 0.02% 323
2015
Q1 		$20K Buy
+238
New +$19.5K 0.02% 315

Other funds holding APC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Aris Wealth Services's APC Position: Q3 2015 in Review

Aris Wealth Services held its Anadarko Petroleum (APC) position steady in Q3 2015 at 238 shares worth $14K. The position accounts for 0.03% of the portfolio, ranked #193.

Aris Wealth Services first reported a position in APC in Q1 2015 and has held it in 3 quarters since. The position peaked at $20K in Q1 2015. 846 funds tracked by Wall St. Rank hold APC as of Q3 2015.

  • Aris Wealth Services held 238 shares of Anadarko Petroleum worth $14K as of Q3 2015.
  • Aris Wealth Services left its Anadarko Petroleum share count unchanged in Q3 2015.
  • Anadarko Petroleum made up 0.03% of Aris Wealth Services's portfolio in Q3 2015, its #193 holding.
  • Aris Wealth Services first reported a position in Anadarko Petroleum in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Anadarko Petroleum position peaked at $20K in Q1 2015.
  • 846 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.