FMWA
APC

Forvis Mazars Wealth Advisors’s Anadarko Petroleum APC Stock Holding History

Forvis Mazars Wealth Advisors’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
2013
Q4 		– Sell
-2,315
Closed -$215K – 158
2013
Q3 		$215K Buy
+2,315
New +$211K 0.04% 138

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Forvis Mazars Wealth Advisors's APC Position: Q4 2013 in Review

Forvis Mazars Wealth Advisors sold out of Anadarko Petroleum (APC) in Q4 2013, closing a stake of 2,315 shares — an estimated $215K sold.

Forvis Mazars Wealth Advisors first reported a position in APC in Q3 2013 and held it in 1 quarter. The position peaked at $215K in Q3 2013. 884 funds tracked by Wall St. Rank hold APC as of Q4 2013.

  • Forvis Mazars Wealth Advisors reported no remaining Anadarko Petroleum position as of Q4 2013 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 2,315 Anadarko Petroleum shares in Q4 2013, an estimated $215K.
  • Forvis Mazars Wealth Advisors first reported a position in Anadarko Petroleum in Q3 2013 and held it in 1 quarter.
  • Forvis Mazars Wealth Advisors's Anadarko Petroleum position peaked at $215K in Q3 2013.
  • 884 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q4 2013.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2013, filed 13 Jan 2014.