Avior Wealth Management’s Anadarko Petroleum APC Stock Holding History

Avior Wealth 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
2019 Q3	–	Sell	-29	Closed	-$2K	–	917
2019 Q2	$2K	Buy	29 +24	+480%	+$1.61K	﹤0.01%	756
2019 Q1	$0	Hold	5	–	–	﹤0.01%	764
2018 Q4	$0	Hold	5	–	–	﹤0.01%	789
2018 Q3	$0	Sell	5 -120	-96%	-$8.1K	﹤0.01%	792
2018 Q2	$9K	Buy	125 +107	+594%	+$7.25K	﹤0.01%	600
2018 Q1	$1K	Hold	18	–	–	﹤0.01%	773
2017 Q4	$1K	Buy	18 +13	+260%	+$639	﹤0.01%	778
2017 Q3	$0	Hold	5	–	–	﹤0.01%	524
2017 Q2	$0	Hold	5	–	–	﹤0.01%	510
2017 Q1	$0	Hold	5	–	–	﹤0.01%	546
2016 Q4	$0	Hold	5	–	–	﹤0.01%	521
2016 Q3	$0	Hold	5	–	–	﹤0.01%	503
2016 Q2	$0	Hold	5	–	–	﹤0.01%	502
2016 Q1	$0	Hold	5	–	–	﹤0.01%	521
2015 Q4	$0	Hold	5	–	–	﹤0.01%	487
2015 Q3	$0	Hold	5	–	–	﹤0.01%	430
2015 Q2	$0	Hold	5	–	–	﹤0.01%	400
2015 Q1	$0	Hold	5	–	–	﹤0.01%	374
2014 Q4	$0	Buy	+5	New	+$436	﹤0.01%	348

Other funds holding APC

SLWS

Swaine & Leidel Wealth Services Sebring, Florida $130K AUM

SCP

Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Capital Innovations Pewaukee, Wisconsin $399K AUM

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Intrust Bank Wichita, Kansas $1.23B AUM 26.34% 1-Year Est. Return

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return

OFS

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Avior Wealth Management's APC Position: Q3 2019 in Review

Avior Wealth Management sold out of Anadarko Petroleum (APC) in Q3 2019, closing a stake of 29 shares — an estimated $2K sold.

Avior Wealth Management first reported a position in APC in Q4 2014 and held it in 19 quarters. The position peaked at $9K in Q2 2018. 8 funds tracked by Wall St. Rank hold APC as of Q3 2019.

Avior Wealth Management reported no remaining Anadarko Petroleum position as of Q3 2019 after selling out during the quarter.
Avior Wealth Management sold 29 Anadarko Petroleum shares in Q3 2019, an estimated $2K.
Avior Wealth Management first reported a position in Anadarko Petroleum in Q4 2014 and held it in 19 quarters.
Avior Wealth Management's Anadarko Petroleum position peaked at $9K in Q2 2018.
8 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q3 2019.

Based on Avior Wealth Management's 13F filing for Q3 2019, filed 9 Oct 2019.