IWP
APC

Icon Wealth Partners’s Anadarko Petroleum APC Stock Holding History

Icon Wealth Partners’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
-6,549
Closed -$462K – 177
2019
Q2 		$462K Sell
6,549
-3,080
-32% -$206K 0.16% 73
2019
Q1 		$438K Buy
9,629
+3,026
+46% +$137K 0.16% 75
2018
Q4 		$289K Sell
6,603
-693
-9% -$39.1K 0.14% 105
2018
Q3 		$492K Sell
7,296
-453
-6% -$30.6K 0.21% 80
2018
Q2 		$568K Sell
7,749
-782
-9% -$53K 0.24% 66
2018
Q1 		$515K Buy
8,531
+951
+13% +$55.8K 0.28% 81
2017
Q4 		$407K Buy
+7,580
New +$373K 0.2% 102

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

Icon Wealth Partners's APC Position: Q3 2019 in Review

Icon Wealth Partners sold out of Anadarko Petroleum (APC) in Q3 2019, closing a stake of 6,549 shares — an estimated $462K sold.

Icon Wealth Partners first reported a position in APC in Q4 2017 and held it in 7 quarters. The position peaked at $568K in Q2 2018. 8 funds tracked by Wall St. Rank hold APC as of Q3 2019.

  • Icon Wealth Partners reported no remaining Anadarko Petroleum position as of Q3 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 6,549 Anadarko Petroleum shares in Q3 2019, an estimated $462K.
  • Icon Wealth Partners first reported a position in Anadarko Petroleum in Q4 2017 and held it in 7 quarters.
  • Icon Wealth Partners's Anadarko Petroleum position peaked at $568K in Q2 2018.
  • 8 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q3 2019.

Based on Icon Wealth Partners's 13F filing for Q3 2019, filed 24 Oct 2019.