EWM
APC

Evercore Wealth Management’s Anadarko Petroleum APC Stock Holding History

Evercore 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
-6,400
Closed -$451K – 429
2019
Q2 		$451K Hold
6,400
– – 0.01% 286
2019
Q1 		$291K Sell
6,400
-8,886
-58% -$403K 0.01% 335
2018
Q4 		$670K Sell
15,286
-5,100
-25% -$288K 0.03% 222
2018
Q3 		$1.37M Buy
20,386
+33
+0.2% +$2.23K 0.04% 174
2018
Q2 		$1.49M Buy
20,353
+12,400
+156% +$841K 0.05% 163
2018
Q1 		$481K Hold
7,953
– – 0.02% 246
2017
Q4 		$427K Hold
7,953
– – 0.02% 271
2017
Q3 		$388K Sell
7,953
-725
-8% -$32K 0.02% 280
2017
Q2 		$393K Sell
8,678
-950
-10% -$50.4K 0.02% 283
2017
Q1 		$597K Sell
9,628
-191
-2% -$12.7K 0.02% 243
2016
Q4 		$684K Sell
9,819
-119
-1% -$7.74K 0.03% 224
2016
Q3 		$630K Hold
9,938
– – 0.03% 222
2016
Q2 		$529K Sell
9,938
-898
-8% -$45.5K 0.02% 236
2016
Q1 		$505K Sell
10,836
-474
-4% -$19.2K 0.02% 239
2015
Q4 		$549K Sell
11,310
-2,400
-18% -$147K 0.03% 242
2015
Q3 		$829K Sell
13,710
-650
-5% -$46.2K 0.04% 195
2015
Q2 		$1.12M Hold
14,360
– – 0.05% 188
2015
Q1 		$1.19M Buy
14,360
+50
+0.3% +$4.09K 0.05% 178
2014
Q4 		$1.18M Hold
14,310
– – 0.06% 158
2014
Q3 		$1.45M Sell
14,310
-140
-1% -$15.1K 0.07% 157
2014
Q2 		$1.58M Buy
14,450
+175
+1% +$17.8K 0.08% 149
2014
Q1 		$1.21M Sell
14,275
-75
-0.5% -$6.15K 0.07% 166
2013
Q4 		$1.14M Sell
14,350
-8,405
-37% -$753K 0.06% 181
2013
Q3 		$2.12M Buy
22,755
+35
+0.2% +$3.18K 0.12% 159
2013
Q2 		$1.95M Buy
+22,720
New +$1.96M 0.11% 162

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

Evercore Wealth Management's APC Position: Q3 2019 in Review

Evercore Wealth Management sold out of Anadarko Petroleum (APC) in Q3 2019, closing a stake of 6,400 shares — an estimated $451K sold.

Evercore Wealth Management first reported a position in APC in Q2 2013 and held it in 25 quarters. The position peaked at $2.12M in Q3 2013. 8 funds tracked by Wall St. Rank hold APC as of Q3 2019.

  • Evercore Wealth Management reported no remaining Anadarko Petroleum position as of Q3 2019 after selling out during the quarter.
  • Evercore Wealth Management sold 6,400 Anadarko Petroleum shares in Q3 2019, an estimated $451K.
  • Evercore Wealth Management first reported a position in Anadarko Petroleum in Q2 2013 and held it in 25 quarters.
  • Evercore Wealth Management's Anadarko Petroleum position peaked at $2.12M in Q3 2013.
  • 8 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q3 2019.

Based on Evercore Wealth Management's 13F filing for Q3 2019, filed 14 Nov 2019.