IFWM
APC

Institute for Wealth Management’s Anadarko Petroleum APC Stock Holding History

Institute for 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
-10,911
Closed -$770K – 482
2019
Q2 		$770K Sell
10,911
-764
-7% -$51.2K 0.17% 180
2019
Q1 		$531K Sell
11,675
-475
-4% -$21.5K 0.12% 233
2018
Q4 		$533K Buy
+12,150
New +$685K 0.22% 139

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

Institute for Wealth Management's APC Position: Q3 2019 in Review

Institute for Wealth Management sold out of Anadarko Petroleum (APC) in Q3 2019, closing a stake of 10,911 shares — an estimated $770K sold.

Institute for Wealth Management first reported a position in APC in Q4 2018 and held it in 3 quarters. The position peaked at $770K in Q2 2019. 8 funds tracked by Wall St. Rank hold APC as of Q3 2019.

  • Institute for Wealth Management reported no remaining Anadarko Petroleum position as of Q3 2019 after selling out during the quarter.
  • Institute for Wealth Management sold 10,911 Anadarko Petroleum shares in Q3 2019, an estimated $770K.
  • Institute for Wealth Management first reported a position in Anadarko Petroleum in Q4 2018 and held it in 3 quarters.
  • Institute for Wealth Management's Anadarko Petroleum position peaked at $770K in Q2 2019.
  • 8 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q3 2019.

Based on Institute for Wealth Management's 13F filing for Q3 2019, filed 28 Oct 2019.