BDWM
APC

Brewin Dolphin Wealth Management’s Anadarko Petroleum APC Stock Holding History

Brewin Dolphin 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
-1,610
Closed -$114K – 201
2019
Q2 		$114K Hold
1,610
– – 0.06% 91
2019
Q1 		$73.2K Hold
1,610
– – 0.04% 102
2018
Q4 		$70.6K Hold
1,610
– – 0.04% 94
2018
Q3 		$109K Hold
1,610
– – 0.06% 90
2018
Q2 		$118K Hold
1,610
– – 0.07% 88
2018
Q1 		$97.3K Buy
1,610
+230
+17% +$13.5K 0.06% 92
2017
Q4 		$74K Sell
1,380
-650
-32% -$32K 0.05% 95
2017
Q3 		$99.2K Buy
+2,030
New +$89.5K 0.07% 79

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

Brewin Dolphin Wealth Management's APC Position: Q3 2019 in Review

Brewin Dolphin Wealth Management sold out of Anadarko Petroleum (APC) in Q3 2019, closing a stake of 1,610 shares — an estimated $114K sold.

Brewin Dolphin Wealth Management first reported a position in APC in Q3 2017 and held it in 8 quarters. The position peaked at $118K in Q2 2018. 8 funds tracked by Wall St. Rank hold APC as of Q3 2019.

  • Brewin Dolphin Wealth Management reported no remaining Anadarko Petroleum position as of Q3 2019 after selling out during the quarter.
  • Brewin Dolphin Wealth Management sold 1,610 Anadarko Petroleum shares in Q3 2019, an estimated $114K.
  • Brewin Dolphin Wealth Management first reported a position in Anadarko Petroleum in Q3 2017 and held it in 8 quarters.
  • Brewin Dolphin Wealth Management's Anadarko Petroleum position peaked at $118K in Q2 2018.
  • 8 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q3 2019.

Based on Brewin Dolphin Wealth Management's 13F filing for Q3 2019, filed 9 Nov 2023.