CWM
APC

Concert Wealth Management’s Anadarko Petroleum APC Stock Holding History

Concert 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
2017
Q2 		– Sell
-5,247
Closed -$363K – 479
2017
Q1 		$363K Sell
5,247
-42
-0.8% -$2.79K 0.08% 316
2016
Q4 		$366K Buy
5,289
+170
+3% +$11.1K 0.08% 313
2016
Q3 		$327K Sell
5,119
-268
-5% -$14.9K 0.04% 468
2016
Q2 		$288K Buy
5,387
+308
+6% +$15.6K 0.04% 474
2016
Q1 		$237K Sell
5,079
-246
-5% -$9.98K 0.03% 544
2015
Q4 		$257K Sell
5,325
-5,177
-49% -$317K 0.03% 518
2015
Q3 		$631K Buy
10,502
+31
+0.3% +$2.2K 0.09% 291
2015
Q2 		$819K Buy
10,471
+46
+0.4% +$3.98K 0.11% 247
2015
Q1 		$540K Buy
10,425
+985
+10% +$80.6K 0.15% 185
2014
Q4 		$774K Sell
9,440
-1,259
-12% -$110K 0.12% 229
2014
Q3 		$1.09M Sell
10,699
-45
-0.4% -$4.85K 0.15% 115
2014
Q2 		$1.13M Buy
10,744
+147
+1% +$15K 0.14% 117
2014
Q1 		$890K Sell
10,597
-230
-2% -$18.9K 0.11% 158
2013
Q4 		$866K Buy
10,827
+173
+2% +$15.5K 0.11% 154
2013
Q3 		$993K Buy
10,654
+4,386
+70% +$399K 0.14% 117
2013
Q2 		$541K Buy
+6,268
New +$540K 0.08% 210

Other funds holding APC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

Concert Wealth Management's APC Position: Q2 2017 in Review

Concert Wealth Management sold out of Anadarko Petroleum (APC) in Q2 2017, closing a stake of 5,247 shares — an estimated $363K sold.

Concert Wealth Management first reported a position in APC in Q2 2013 and held it in 16 quarters. The position peaked at $1.13M in Q2 2014. 758 funds tracked by Wall St. Rank hold APC as of Q2 2017.

  • Concert Wealth Management reported no remaining Anadarko Petroleum position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 5,247 Anadarko Petroleum shares in Q2 2017, an estimated $363K.
  • Concert Wealth Management first reported a position in Anadarko Petroleum in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's Anadarko Petroleum position peaked at $1.13M in Q2 2014.
  • 758 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.