CAM
APC

Congress Asset Management’s Anadarko Petroleum APC Stock Holding History

Congress Asset 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
2014
Q1 		– Sell
-59,625
Closed -$4.73M – 250
2013
Q4 		$4.73M Buy
59,625
+1,428
+2% +$128K 0.12% 118
2013
Q3 		$5.41M Buy
58,197
+3,752
+7% +$341K 0.15% 100
2013
Q2 		$4.68M Buy
+54,445
New +$4.69M 0.14% 104

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

Congress Asset Management's APC Position: Q1 2014 in Review

Congress Asset Management sold out of Anadarko Petroleum (APC) in Q1 2014, closing a stake of 59,625 shares — an estimated $4.73M sold.

Congress Asset Management first reported a position in APC in Q2 2013 and held it in 3 quarters. The position peaked at $5.41M in Q3 2013. 893 funds tracked by Wall St. Rank hold APC as of Q1 2014.

  • Congress Asset Management reported no remaining Anadarko Petroleum position as of Q1 2014 after selling out during the quarter.
  • Congress Asset Management sold 59,625 Anadarko Petroleum shares in Q1 2014, an estimated $4.73M.
  • Congress Asset Management first reported a position in Anadarko Petroleum in Q2 2013 and held it in 3 quarters.
  • Congress Asset Management's Anadarko Petroleum position peaked at $5.41M in Q3 2013.
  • 893 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q1 2014.

Based on Congress Asset Management's 13F filing for Q1 2014, filed 14 May 2014.