BWG
APC

Beta Wealth Group’s Anadarko Petroleum APC Stock Holding History

Beta Wealth Group’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
Q1 		$222K Buy
+2,617
New +$215K 2.59% 20

Other funds holding APC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beta Wealth Group's APC Position: Q1 2014 in Review

Beta Wealth Group opened a new position in Anadarko Petroleum (APC) in Q1 2014: 2,617 shares worth $222K. The stake represents 2.59% of the portfolio and ranks #20 among its holdings.

894 funds tracked by Wall St. Rank hold APC as of Q1 2014.

  • Beta Wealth Group held 2,617 shares of Anadarko Petroleum worth $222K as of Q1 2014.
  • Anadarko Petroleum was a new Beta Wealth Group position in Q1 2014.
  • Anadarko Petroleum made up 2.59% of Beta Wealth Group's portfolio in Q1 2014, its #20 holding.
  • 894 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q1 2014.

Based on Beta Wealth Group's 13F filing for Q1 2014, filed 6 May 2014.