FWM
APC

Focused Wealth Management’s Anadarko Petroleum APC Stock Holding History

Focused 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
-2,050
Closed -$145K – 821
2019
Q2 		$145K Buy
+2,050
New +$137K 0.04% 186
2018
Q2 		– Sell
-100
Closed -$6K – 758
2018
Q1 		$6K Hold
100
– – ﹤0.01% 548
2017
Q4 		$5K Hold
100
– – ﹤0.01% 560
2017
Q3 		$5K Hold
100
– – ﹤0.01% 524
2017
Q2 		$5K Hold
100
– – ﹤0.01% 569
2017
Q1 		$6K Sell
100
-154
-61% -$10.2K ﹤0.01% 533
2016
Q4 		$18K Hold
254
– – 0.01% 397
2016
Q3 		$16K Hold
254
– – 0.01% 394
2016
Q2 		$14K Hold
254
– – 0.01% 405
2016
Q1 		$12K Hold
254
– – 0.01% 378
2015
Q4 		$12K Hold
254
– – 0.01% 385
2015
Q3 		$15K Sell
254
-153
-38% -$10.9K 0.01% 341
2015
Q2 		$32K Hold
407
– – 0.02% 255
2015
Q1 		$34K Hold
407
– – 0.02% 248
2014
Q4 		$34K Hold
407
– – 0.02% 243
2014
Q3 		$41K Buy
407
+307
+307% +$33.1K 0.03% 219
2014
Q2 		$11K Hold
100
– – 0.01% 414
2014
Q1 		$8K Sell
100
-100
-50% -$8.2K 0.01% 435
2013
Q4 		$16K Buy
200
+100
+100% +$8.96K 0.01% 332
2013
Q3 		$9K Buy
+100
New +$9.1K 0.01% 388

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

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

Focused Wealth Management sold out of Anadarko Petroleum (APC) in Q3 2019, closing a stake of 2,050 shares — an estimated $145K sold.

Focused Wealth Management first reported a position in APC in Q3 2013 and held it in 20 quarters. The position peaked at $145K in Q2 2019. 8 funds tracked by Wall St. Rank hold APC as of Q3 2019.

  • Focused Wealth Management reported no remaining Anadarko Petroleum position as of Q3 2019 after selling out during the quarter.
  • Focused Wealth Management sold 2,050 Anadarko Petroleum shares in Q3 2019, an estimated $145K.
  • Focused Wealth Management first reported a position in Anadarko Petroleum in Q3 2013 and held it in 20 quarters.
  • Focused Wealth Management's Anadarko Petroleum position peaked at $145K in Q2 2019.
  • 8 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q3 2019.

Based on Focused Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.