BWM
APC

Baystate Wealth Management’s Anadarko Petroleum APC Stock Holding History

Baystate 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
-1,150
Closed -$81K – 666
2019
Q2 		$81K Hold
1,150
– – 0.01% 172
2019
Q1 		$82K Buy
1,150
+8
+0.7% +$363 0.01% 165
2018
Q4 		$56K Buy
1,142
+7
+0.6% +$395 0.01% 190
2018
Q3 		$77K Buy
1,135
+4
+0.4% +$270 0.01% 150
2018
Q2 		$83K Buy
1,131
+4
+0.4% +$271 0.01% 142
2018
Q1 		$75K Hold
1,127
– – 0.01% 153
2017
Q4 		$68K Hold
1,127
– – 0.01% 171
2017
Q3 		$55K Sell
1,127
-30
-3% -$1.32K 0.01% 177
2017
Q2 		$52K Hold
1,157
– – 0.01% 178
2017
Q1 		$72K Buy
1,157
+30
+3% +$2K 0.01% 148
2016
Q4 		$80K Buy
+1,127
New +$73.3K 0.02% 121

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

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

Baystate Wealth Management sold out of Anadarko Petroleum (APC) in Q3 2019, closing a stake of 1,150 shares — an estimated $81K sold.

Baystate Wealth Management first reported a position in APC in Q4 2016 and held it in 11 quarters. The position peaked at $83K in Q2 2018. 8 funds tracked by Wall St. Rank hold APC as of Q3 2019.

  • Baystate Wealth Management reported no remaining Anadarko Petroleum position as of Q3 2019 after selling out during the quarter.
  • Baystate Wealth Management sold 1,150 Anadarko Petroleum shares in Q3 2019, an estimated $81K.
  • Baystate Wealth Management first reported a position in Anadarko Petroleum in Q4 2016 and held it in 11 quarters.
  • Baystate Wealth Management's Anadarko Petroleum position peaked at $83K in Q2 2018.
  • 8 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q3 2019.

Based on Baystate Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.