Creative Planning
APC

Creative Planning’s Anadarko Petroleum APC Stock Holding History

Creative Planning’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
-36,742
Closed -$2.59M – 2160
2019
Q2 		$2.59M Sell
36,742
-36,834
-50% -$2.47M 0.01% 426
2019
Q1 		$3.35M Sell
73,576
-2,141
-3% -$97.1K 0.01% 348
2018
Q4 		$3.32M Buy
75,717
+12,716
+20% +$717K 0.01% 321
2018
Q3 		$4.25M Buy
63,001
+1,117
+2% +$75.4K 0.02% 308
2018
Q2 		$4.53M Buy
61,884
+409
+0.7% +$27.7K 0.02% 272
2018
Q1 		$3.71M Sell
61,475
-34,000
-36% -$1.99M 0.02% 317
2017
Q4 		$5.12M Buy
95,475
+21,117
+28% +$1.04M 0.02% 237
2017
Q3 		$3.63M Buy
74,358
+23,484
+46% +$1.04M 0.02% 303
2017
Q2 		$2.31M Buy
50,874
+3,839
+8% +$204K 0.01% 399
2017
Q1 		$2.92M Sell
47,035
-10,399
-18% -$692K 0.02% 324
2016
Q4 		$4M Sell
57,434
-2,463
-4% -$160K 0.02% 242
2016
Q3 		$3.79M Buy
59,897
+1,012
+2% +$56.4K 0.02% 240
2016
Q2 		$3.14M Buy
58,885
+21,056
+56% +$1.07M 0.02% 246
2016
Q1 		$1.76M Buy
37,829
+15,992
+73% +$649K 0.01% 339
2015
Q4 		$1.06M Sell
21,837
-3,277
-13% -$201K 0.01% 490
2015
Q3 		$1.52M Buy
25,114
+3,222
+15% +$229K 0.01% 360
2015
Q2 		$1.71M Buy
21,892
+1,109
+5% +$96K 0.02% 330
2015
Q1 		$1.72M Sell
20,783
-1,661
-7% -$136K 0.02% 317
2014
Q4 		$1.85M Sell
22,444
-685
-3% -$59.7K 0.02% 293
2014
Q3 		$2.35M Buy
23,129
+2,617
+13% +$282K 0.03% 213
2014
Q2 		$2.25M Buy
20,512
+650
+3% +$66.2K 0.03% 207
2014
Q1 		$1.68M Buy
19,862
+1,546
+8% +$127K 0.03% 234
2013
Q4 		$1.45M Buy
18,316
+440
+2% +$39.4K 0.02% 237
2013
Q3 		$1.66M Buy
17,876
+2,031
+13% +$185K 0.03% 176
2013
Q2 		$1.36M Buy
+15,845
New +$1.36M 0.03% 188

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

Creative Planning's APC Position: Q3 2019 in Review

Creative Planning sold out of Anadarko Petroleum (APC) in Q3 2019, closing a stake of 36,742 shares — an estimated $2.59M sold.

Creative Planning first reported a position in APC in Q2 2013 and held it in 25 quarters. The position peaked at $5.12M in Q4 2017. 8 funds tracked by Wall St. Rank hold APC as of Q3 2019.

  • Creative Planning reported no remaining Anadarko Petroleum position as of Q3 2019 after selling out during the quarter.
  • Creative Planning sold 36,742 Anadarko Petroleum shares in Q3 2019, an estimated $2.59M.
  • Creative Planning first reported a position in Anadarko Petroleum in Q2 2013 and held it in 25 quarters.
  • Creative Planning's Anadarko Petroleum position peaked at $5.12M in Q4 2017.
  • 8 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q3 2019.

Based on Creative Planning's 13F filing for Q3 2019, filed 1 Nov 2019.