Circle Wealth Management’s Anadarko Petroleum APC Stock Holding History

Circle 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	-21,162	Closed	-$1.49M	–	176
2019 Q2	$1.49M	Sell	21,162 -6,688	-24%	-$448K	0.32%	44
2019 Q1	$1.27M	Buy	+27,850	New	+$1.26M	0.28%	55

Other funds holding APC

Swaine & Leidel Wealth Services Sebring, Florida $130K AUM

Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Capital Innovations Pewaukee, Wisconsin $399K AUM

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Intrust Bank Wichita, Kansas $1.23B AUM 26.34% 1-Year Est. Return

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

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

Circle Wealth Management sold out of Anadarko Petroleum (APC) in Q3 2019, closing a stake of 21,162 shares — an estimated $1.49M sold.

Circle Wealth Management first reported a position in APC in Q1 2019 and held it in 2 quarters. The position peaked at $1.49M in Q2 2019. 8 funds tracked by Wall St. Rank hold APC as of Q3 2019.

Circle Wealth Management reported no remaining Anadarko Petroleum position as of Q3 2019 after selling out during the quarter.
Circle Wealth Management sold 21,162 Anadarko Petroleum shares in Q3 2019, an estimated $1.49M.
Circle Wealth Management first reported a position in Anadarko Petroleum in Q1 2019 and held it in 2 quarters.
Circle Wealth Management's Anadarko Petroleum position peaked at $1.49M in Q2 2019.
8 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q3 2019.

Based on Circle Wealth Management's 13F filing for Q3 2019, filed 15 Nov 2019.