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
2016
Q4 		– Sell
-1,100
Closed -$1K – 4977
2016
Q3 		$1K Buy
+1,100
New +$61.3K ﹤0.01% 4498

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.