Jacobus Wealth Management’s Anadarko Petroleum APC Stock Holding History

Jacobus 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
2017 Q2	–	Sell	-6,195	Closed	-$384K	–	209
2017 Q1	$384K	Hold	6,195	–	–	0.11%	121
2016 Q4	$432K	Hold	6,195	–	–	0.13%	113
2016 Q3	$393K	Hold	6,195	–	–	0.11%	127
2016 Q2	$330K	Hold	6,195	–	–	0.1%	132
2016 Q1	$289K	Hold	6,195	–	–	0.08%	171
2015 Q4	$301K	Sell	6,195 -129	-2%	-$7.9K	0.09%	166
2015 Q3	$382K	Buy	6,324 +12	+0.2%	+$853	0.11%	140
2015 Q2	$493K	Buy	6,312 +22	+0.3%	+$1.9K	0.12%	131
2015 Q1	$521K	Buy	6,290 +13	+0.2%	+$1.06K	0.13%	118
2014 Q4	$518K	Buy	6,277 +82	+1%	+$7.14K	0.13%	120
2014 Q3	$628K	Hold	6,195	–	–	0.17%	112
2014 Q2	$678K	Hold	6,195	–	–	0.17%	109
2014 Q1	$525K	Hold	6,195	–	–	0.13%	130
2013 Q4	$491K	Hold	6,195	–	–	0.14%	124
2013 Q3	$576K	Hold	6,195	–	–	0.2%	90
2013 Q2	$532K	Buy	+6,195	New	+$533K	0.19%	95

Other funds holding APC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

Jacobus Wealth Management's APC Position: Q2 2017 in Review

Jacobus Wealth Management sold out of Anadarko Petroleum (APC) in Q2 2017, closing a stake of 6,195 shares — an estimated $384K sold.

Jacobus Wealth Management first reported a position in APC in Q2 2013 and held it in 16 quarters. The position peaked at $678K in Q2 2014. 758 funds tracked by Wall St. Rank hold APC as of Q2 2017.

Jacobus Wealth Management reported no remaining Anadarko Petroleum position as of Q2 2017 after selling out during the quarter.
Jacobus Wealth Management sold 6,195 Anadarko Petroleum shares in Q2 2017, an estimated $384K.
Jacobus Wealth Management first reported a position in Anadarko Petroleum in Q2 2013 and held it in 16 quarters.
Jacobus Wealth Management's Anadarko Petroleum position peaked at $678K in Q2 2014.
758 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q2 2017.

Based on Jacobus Wealth Management's 13F filing for Q2 2017, filed 14 Aug 2017.