GWM
APC

Gupta Wealth Management’s Anadarko Petroleum APC Stock Holding History

Gupta 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
2016
Q1 		$13K Sell
270
-365
-57% -$14.8K ﹤0.01% 819
2015
Q4 		$31K Buy
635
+340
+115% +$20.8K 0.01% 561
2015
Q3 		$18K Sell
295
-259
-47% -$18.4K ﹤0.01% 723
2015
Q2 		$43K Buy
554
+207
+60% +$17.9K 0.01% 502
2015
Q1 		$29K Buy
+347
New +$28.4K 0.01% 513

Other funds holding APC

ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Gupta Wealth Management's APC Position: Q1 2016 in Review

Gupta Wealth Management reduced its Anadarko Petroleum (APC) stake by 57% in Q1 2016, selling an estimated $14.8K and leaving 270 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Gupta Wealth Management first reported a position in APC in Q1 2015 and has held it in 5 quarters since. The position peaked at $43K in Q2 2015. 781 funds tracked by Wall St. Rank hold APC as of Q1 2016.

  • Gupta Wealth Management held 270 shares of Anadarko Petroleum worth $13K as of Q1 2016.
  • Gupta Wealth Management sold 365 Anadarko Petroleum shares in Q1 2016, an estimated $14.8K.
  • Anadarko Petroleum made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #819 holding.
  • Gupta Wealth Management first reported a position in Anadarko Petroleum in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Anadarko Petroleum position peaked at $43K in Q2 2015.
  • 781 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.