EWM
APC

Executive Wealth Management’s Anadarko Petroleum APC Stock Holding History

Executive 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
-166
Closed -$12K – 920
2019
Q2 		$12K Buy
166
+1
+0.6% +$67 ﹤0.01% 588
2019
Q1 		$8K Sell
165
-26
-14% -$1.18K ﹤0.01% 598
2018
Q4 		$8K Buy
+191
New +$10.8K ﹤0.01% 617

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

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

Executive Wealth Management sold out of Anadarko Petroleum (APC) in Q3 2019, closing a stake of 166 shares — an estimated $12K sold.

Executive Wealth Management first reported a position in APC in Q4 2018 and held it in 3 quarters. The position peaked at $12K in Q2 2019. 8 funds tracked by Wall St. Rank hold APC as of Q3 2019.

  • Executive Wealth Management reported no remaining Anadarko Petroleum position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 166 Anadarko Petroleum shares in Q3 2019, an estimated $12K.
  • Executive Wealth Management first reported a position in Anadarko Petroleum in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Anadarko Petroleum position peaked at $12K in Q2 2019.
  • 8 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.