BCWM
APC

Bartlett & Co Wealth Management’s Anadarko Petroleum APC Stock Holding History

Bartlett & Co 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
-9,059
Closed -$639K – 962
2019
Q2 		$639K Buy
9,059
+9
+0.1% +$603 0.02% 188
2019
Q1 		$412K Hold
9,050
– – 0.02% 211
2018
Q4 		$397K Hold
9,050
– – 0.02% 211
2018
Q3 		$610K Sell
9,050
-150
-2% -$10.1K 0.02% 191
2018
Q2 		$674K Hold
9,200
– – 0.03% 183
2018
Q1 		$556K Buy
+9,200
New +$539K 0.02% 189

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

Bartlett & Co Wealth Management's APC Position: Q3 2019 in Review

Bartlett & Co Wealth Management sold out of Anadarko Petroleum (APC) in Q3 2019, closing a stake of 9,059 shares — an estimated $639K sold.

Bartlett & Co Wealth Management first reported a position in APC in Q1 2018 and held it in 6 quarters. The position peaked at $674K in Q2 2018. 8 funds tracked by Wall St. Rank hold APC as of Q3 2019.

  • Bartlett & Co Wealth Management reported no remaining Anadarko Petroleum position as of Q3 2019 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 9,059 Anadarko Petroleum shares in Q3 2019, an estimated $639K.
  • Bartlett & Co Wealth Management first reported a position in Anadarko Petroleum in Q1 2018 and held it in 6 quarters.
  • Bartlett & Co Wealth Management's Anadarko Petroleum position peaked at $674K in Q2 2018.
  • 8 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q3 2019.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2019, filed 13 Feb 2024.