AWE
APC

Avidian Wealth Enterprises’s Anadarko Petroleum APC Stock Holding History

Avidian Wealth Enterprises’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
-2,450
Closed -$249K – 50
2014
Q3 		$249K Hold
2,450
– – 0.1% 37
2014
Q2 		$268K Buy
+2,450
New +$249K 0.1% 38

Other funds holding APC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avidian Wealth Enterprises's APC Position: Q4 2014 in Review

Avidian Wealth Enterprises sold out of Anadarko Petroleum (APC) in Q4 2014, closing a stake of 2,450 shares — an estimated $249K sold.

Avidian Wealth Enterprises first reported a position in APC in Q2 2014 and held it in 2 quarters. The position peaked at $268K in Q2 2014. 893 funds tracked by Wall St. Rank hold APC as of Q4 2014.

  • Avidian Wealth Enterprises reported no remaining Anadarko Petroleum position as of Q4 2014 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 2,450 Anadarko Petroleum shares in Q4 2014, an estimated $249K.
  • Avidian Wealth Enterprises first reported a position in Anadarko Petroleum in Q2 2014 and held it in 2 quarters.
  • Avidian Wealth Enterprises's Anadarko Petroleum position peaked at $268K in Q2 2014.
  • 893 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q4 2014.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2014, filed 17 Feb 2015.