GWS
APC

Glassman Wealth Services’s Anadarko Petroleum APC Stock Holding History

Glassman Wealth 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
2019
Q3 		– Sell
-149
Closed -$11K – 1560
2019
Q2 		$11K Buy
149
+22
+17% +$1.48K ﹤0.01% 451
2019
Q1 		$6K Buy
127
+107
+535% +$4.85K ﹤0.01% 533
2018
Q4 		$1K Buy
20
+3
+18% +$169 ﹤0.01% 736
2018
Q3 		$1K Hold
17
– – ﹤0.01% 784
2018
Q2 		$1K Buy
17
+7
+70% +$474 ﹤0.01% 771
2018
Q1 		$1K Buy
10
+7
+233% +$410 ﹤0.01% 705
2017
Q4 		$0 Hold
3
– – ﹤0.01% 857
2017
Q3 		$0 Buy
+3
New +$132 ﹤0.01% 649
2017
Q2 		– Sell
-11
Closed -$1K – 701
2017
Q1 		$1K Sell
11
-311
-97% -$20.7K ﹤0.01% 546
2016
Q4 		$22K Buy
322
+314
+3,925% +$20.4K 0.02% 260
2016
Q3 		$1K Buy
+8
New +$446 ﹤0.01% 458

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

Glassman Wealth Services's APC Position: Q3 2019 in Review

Glassman Wealth Services sold out of Anadarko Petroleum (APC) in Q3 2019, closing a stake of 149 shares — an estimated $11K sold.

Glassman Wealth Services first reported a position in APC in Q3 2016 and held it in 11 quarters. The position peaked at $22K in Q4 2016. 8 funds tracked by Wall St. Rank hold APC as of Q3 2019.

  • Glassman Wealth Services reported no remaining Anadarko Petroleum position as of Q3 2019 after selling out during the quarter.
  • Glassman Wealth Services sold 149 Anadarko Petroleum shares in Q3 2019, an estimated $11K.
  • Glassman Wealth Services first reported a position in Anadarko Petroleum in Q3 2016 and held it in 11 quarters.
  • Glassman Wealth Services's Anadarko Petroleum position peaked at $22K in Q4 2016.
  • 8 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q3 2019.

Based on Glassman Wealth Services's 13F filing for Q3 2019, filed 1 Nov 2019.