EHWM
APC

Eads & Heald Wealth Management’s Anadarko Petroleum APC Stock Holding History

Eads & Heald 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
2019
Q3 		– Sell
-3,594
Closed -$254K – 133
2019
Q2 		$254K Buy
+3,594
New +$241K 0.14% 119
2018
Q4 		– Sell
-3,842
Closed -$259K – 132
2018
Q3 		$259K Buy
3,842
+160
+4% +$10.8K 0.15% 120
2018
Q2 		$270K Sell
3,682
-15
-0.4% -$1.02K 0.17% 118
2018
Q1 		$223K Sell
3,697
-180
-5% -$10.6K 0.14% 121
2017
Q4 		$208K Sell
3,877
-720
-16% -$35.4K 0.12% 126
2017
Q3 		$225K Sell
4,597
-365
-7% -$16.1K 0.14% 124
2017
Q2 		$225K Sell
4,962
-305
-6% -$16.2K 0.14% 121
2017
Q1 		$327K Buy
5,267
+335
+7% +$22.3K 0.21% 113
2016
Q4 		$344K Sell
4,932
-50
-1% -$3.25K 0.23% 114
2016
Q3 		$316K Sell
4,982
-240
-5% -$13.4K 0.22% 116
2016
Q2 		$278K Sell
5,222
-420
-7% -$21.3K 0.19% 118
2016
Q1 		$263K Sell
5,642
-2,265
-29% -$91.9K 0.18% 121
2015
Q4 		$384K Sell
7,907
-2,310
-23% -$141K 0.27% 113
2015
Q3 		$617K Sell
10,217
-465
-4% -$33K 0.44% 94
2015
Q2 		$834K Sell
10,682
-1,490
-12% -$129K 0.55% 83
2015
Q1 		$1.01M Sell
12,172
-2,535
-17% -$207K 0.65% 72
2014
Q4 		$1.21M Sell
14,707
-1,235
-8% -$108K 0.77% 63
2014
Q3 		$1.62M Sell
15,942
-725
-4% -$78.2K 1.09% 43
2014
Q2 		$1.82M Sell
16,667
-1,738
-9% -$177K 1.21% 36
2014
Q1 		$1.56M Sell
18,405
-570
-3% -$46.7K 1.03% 45
2013
Q4 		$1.5M Buy
18,975
+400
+2% +$35.9K 1% 47
2013
Q3 		$1.73M Sell
18,575
-1,417
-7% -$129K 1.23% 36
2013
Q2 		$1.72M Buy
+19,992
New +$1.72M 1.22% 38

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

Eads & Heald Wealth Management's APC Position: Q3 2019 in Review

Eads & Heald Wealth Management sold out of Anadarko Petroleum (APC) in Q3 2019, closing a stake of 3,594 shares — an estimated $254K sold.

Eads & Heald Wealth Management first reported a position in APC in Q2 2013 and held it in 23 quarters. The position peaked at $1.82M in Q2 2014. 8 funds tracked by Wall St. Rank hold APC as of Q3 2019.

  • Eads & Heald Wealth Management reported no remaining Anadarko Petroleum position as of Q3 2019 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 3,594 Anadarko Petroleum shares in Q3 2019, an estimated $254K.
  • Eads & Heald Wealth Management first reported a position in Anadarko Petroleum in Q2 2013 and held it in 23 quarters.
  • Eads & Heald Wealth Management's Anadarko Petroleum position peaked at $1.82M in Q2 2014.
  • 8 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q3 2019.

Based on Eads & Heald Wealth Management's 13F filing for Q3 2019, filed 31 Oct 2019.