AMIM
APC

Aull & Monroe Investment Management’s Anadarko Petroleum APC Stock Holding History

Aull & Monroe Investment Management’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 		– Sell
-2,882
Closed -$216K – 123
2015
Q2 		$216K Sell
2,882
-500
-15% -$43.3K 0.13% 116
2015
Q1 		$280K Hold
3,382
– – 0.16% 100
2014
Q4 		$279K Sell
3,382
-100
-3% -$8.71K 0.15% 100
2014
Q3 		$353K Sell
3,482
-200
-5% -$21.6K 0.19% 95
2014
Q2 		$403K Buy
3,682
+80
+2% +$8.14K 0.22% 91
2014
Q1 		$306K Sell
3,602
-300
-8% -$24.6K 0.17% 96
2013
Q4 		$310K Hold
3,902
– – 0.18% 94
2013
Q3 		$363K Hold
3,902
– – 0.24% 86
2013
Q2 		$335K Buy
+3,902
New +$336K 0.23% 88

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 $3.37T AUM 44.26% 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 16.26% 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

Aull & Monroe Investment Management's APC Position: Q3 2015 in Review

Aull & Monroe Investment Management sold out of Anadarko Petroleum (APC) in Q3 2015, closing a stake of 2,882 shares — an estimated $216K sold.

Aull & Monroe Investment Management first reported a position in APC in Q2 2013 and held it in 9 quarters. The position peaked at $403K in Q2 2014. 846 funds tracked by Wall St. Rank hold APC as of Q3 2015.

  • Aull & Monroe Investment Management reported no remaining Anadarko Petroleum position as of Q3 2015 after selling out during the quarter.
  • Aull & Monroe Investment Management sold 2,882 Anadarko Petroleum shares in Q3 2015, an estimated $216K.
  • Aull & Monroe Investment Management first reported a position in Anadarko Petroleum in Q2 2013 and held it in 9 quarters.
  • Aull & Monroe Investment Management's Anadarko Petroleum position peaked at $403K in Q2 2014.
  • 846 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q3 2015.

Based on Aull & Monroe Investment Management's 13F filing for Q3 2015, filed 23 Oct 2015.