BRWA
APC

B. Riley Wealth Advisors’s Anadarko Petroleum APC Stock Holding History

B. Riley Wealth Advisors’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
-5,546
Closed -$392K – 874
2019
Q2 		$392K Buy
+5,546
New +$372K 0.04% 470
2016
Q2 		– Sell
-4,943
Closed -$230K – 656
2016
Q1 		$230K Buy
+4,943
New +$201K 0.05% 428
2015
Q4 		– Sell
-4,795
Closed -$291K – 630
2015
Q3 		$291K Buy
4,795
+1,695
+55% +$120K 0.07% 363
2015
Q2 		$242K Buy
+3,100
New +$268K 0.06% 391
2015
Q1 		– Sell
-3,923
Closed -$324 – 2312
2014
Q4 		$324 Buy
3,923
+1,301
+50% +$113K 0.01% 1076
2014
Q3 		$266K Sell
2,622
-985
-27% -$106K 0.07% 398
2014
Q2 		$143K Buy
3,607
+1,869
+108% +$190K 0.03% 583
2014
Q1 		$147K Buy
+1,738
New +$142K 0.04% 498

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CI
Capital Innovations Pewaukee, Wisconsin $399K AUM
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
IB
Intrust Bank Wichita, Kansas $1.23B AUM 26.34% 1-Year Est. Return
PP
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

B. Riley Wealth Advisors's APC Position: Q3 2019 in Review

B. Riley Wealth Advisors sold out of Anadarko Petroleum (APC) in Q3 2019, closing a stake of 5,546 shares — an estimated $392K sold.

B. Riley Wealth Advisors first reported a position in APC in Q1 2014 and held it in 8 quarters. The position peaked at $392K in Q2 2019. 8 funds tracked by Wall St. Rank hold APC as of Q3 2019.

  • B. Riley Wealth Advisors reported no remaining Anadarko Petroleum position as of Q3 2019 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,546 Anadarko Petroleum shares in Q3 2019, an estimated $392K.
  • B. Riley Wealth Advisors first reported a position in Anadarko Petroleum in Q1 2014 and held it in 8 quarters.
  • B. Riley Wealth Advisors's Anadarko Petroleum position peaked at $392K in Q2 2019.
  • 8 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q3 2019.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.