Integrated Wealth Management (Palm Desert)’s Anadarko Petroleum APC Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q4	–	Sell	-549	Closed	-$35K	–	1165
2016 Q3	$35K	Hold	549	–	–	0.01%	488
2016 Q2	$29K	Hold	549	–	–	0.01%	519
2016 Q1	$26K	Hold	549	–	–	0.01%	504
2015 Q4	$27K	Sell	549 -1,483	-73%	-$90.8K	0.01%	516
2015 Q3	$123K	Buy	2,032 +83	+4%	+$5.9K	0.05%	246
2015 Q2	$152K	Sell	1,949 -137	-7%	-$11.9K	0.06%	227
2015 Q1	$172K	Buy	+2,086	New	+$171K	0.07%	208

Other funds holding APC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s APC Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Anadarko Petroleum (APC) in Q4 2016, closing a stake of 549 shares — an estimated $35K sold.

Integrated Wealth Management (Palm Desert) first reported a position in APC in Q1 2015 and held it in 7 quarters. The position peaked at $172K in Q1 2015. 885 funds tracked by Wall St. Rank hold APC as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Anadarko Petroleum position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 549 Anadarko Petroleum shares in Q4 2016, an estimated $35K.
Integrated Wealth Management (Palm Desert) first reported a position in Anadarko Petroleum in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Anadarko Petroleum position peaked at $172K in Q1 2015.
885 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.