CWA
APC

Constellation Wealth Advisors’s Anadarko Petroleum APC Stock Holding History

Constellation Wealth Advisors’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
Q4 		– Sell
-2,140
Closed -$217K – 202
2014
Q3 		$217K Hold
2,140
– – 0.02% 195
2014
Q2 		$234K Sell
2,140
-18,770
-90% -$1.91M 0.03% 168
2014
Q1 		$1.77M Buy
20,910
+150
+0.7% +$12.3K 0.17% 105
2013
Q4 		$1.65M Buy
+20,760
New +$1.86M 0.16% 117

Other funds holding APC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Constellation Wealth Advisors's APC Position: Q4 2014 in Review

Constellation Wealth Advisors sold out of Anadarko Petroleum (APC) in Q4 2014, closing a stake of 2,140 shares — an estimated $217K sold.

Constellation Wealth Advisors first reported a position in APC in Q4 2013 and held it in 4 quarters. The position peaked at $1.77M in Q1 2014. 893 funds tracked by Wall St. Rank hold APC as of Q4 2014.

  • Constellation Wealth Advisors reported no remaining Anadarko Petroleum position as of Q4 2014 after selling out during the quarter.
  • Constellation Wealth Advisors sold 2,140 Anadarko Petroleum shares in Q4 2014, an estimated $217K.
  • Constellation Wealth Advisors first reported a position in Anadarko Petroleum in Q4 2013 and held it in 4 quarters.
  • Constellation Wealth Advisors's Anadarko Petroleum position peaked at $1.77M in Q1 2014.
  • 893 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q4 2014.

Based on Constellation Wealth Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.