EFS
APC

Essex Financial Services’s Anadarko Petroleum APC Stock Holding History

Essex Financial Services’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
2015
Q4 		– Sell
-5,341
Closed -$323K – 337
2015
Q3 		$323K Buy
5,341
+50
+0.9% +$3.55K 0.08% 220
2015
Q2 		$413K Sell
5,291
-182
-3% -$15.8K 0.11% 199
2015
Q1 		$453K Sell
5,473
-350
-6% -$28.6K 0.12% 196
2014
Q4 		$480K Buy
5,823
+100
+2% +$8.71K 0.12% 179
2014
Q3 		$581K Sell
5,723
-174
-3% -$18.8K 0.17% 142
2014
Q2 		$646K Sell
5,897
-107
-2% -$10.9K 0.19% 126
2014
Q1 		$509K Sell
6,004
-10
-0.2% -$820 0.17% 139
2013
Q4 		$477K Buy
6,014
+25
+0.4% +$2.24K 0.16% 137
2013
Q3 		$557 Sell
5,989
-179
-3% -$16.3K 0.18% 121
2013
Q2 		$530K Buy
+6,168
New +$531K 0.19% 124

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Essex Financial Services's APC Position: Q4 2015 in Review

Essex Financial Services sold out of Anadarko Petroleum (APC) in Q4 2015, closing a stake of 5,341 shares — an estimated $323K sold.

Essex Financial Services first reported a position in APC in Q2 2013 and held it in 10 quarters. The position peaked at $646K in Q2 2014. 814 funds tracked by Wall St. Rank hold APC as of Q4 2015.

  • Essex Financial Services reported no remaining Anadarko Petroleum position as of Q4 2015 after selling out during the quarter.
  • Essex Financial Services sold 5,341 Anadarko Petroleum shares in Q4 2015, an estimated $323K.
  • Essex Financial Services first reported a position in Anadarko Petroleum in Q2 2013 and held it in 10 quarters.
  • Essex Financial Services's Anadarko Petroleum position peaked at $646K in Q2 2014.
  • 814 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q4 2015.

Based on Essex Financial Services's 13F filing for Q4 2015, filed 5 Feb 2016.