JWA
APC

JFS Wealth Advisors’s Anadarko Petroleum APC Stock Holding History

JFS Wealth Advisors’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
2015
Q4 		– Sell
-30
Closed -$2K – 571
2015
Q3 		$2K Sell
30
-249
-89% -$17.7K ﹤0.01% 445
2015
Q2 		$22K Hold
279
– – 0.01% 268
2015
Q1 		$23K Buy
279
+127
+84% +$10.4K 0.01% 258
2014
Q4 		$13K Buy
152
+122
+407% +$10.6K ﹤0.01% 348
2014
Q3 		$3K Hold
30
– – ﹤0.01% 420
2014
Q2 		$3K Buy
+30
New +$3.05K ﹤0.01% 417

Other funds holding APC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JFS Wealth Advisors's APC Position: Q4 2015 in Review

JFS Wealth Advisors sold out of Anadarko Petroleum (APC) in Q4 2015, closing a stake of 30 shares — an estimated $2K sold.

JFS Wealth Advisors first reported a position in APC in Q2 2014 and held it in 6 quarters. The position peaked at $23K in Q1 2015. 814 funds tracked by Wall St. Rank hold APC as of Q4 2015.

  • JFS Wealth Advisors reported no remaining Anadarko Petroleum position as of Q4 2015 after selling out during the quarter.
  • JFS Wealth Advisors sold 30 Anadarko Petroleum shares in Q4 2015, an estimated $2K.
  • JFS Wealth Advisors first reported a position in Anadarko Petroleum in Q2 2014 and held it in 6 quarters.
  • JFS Wealth Advisors's Anadarko Petroleum position peaked at $23K in Q1 2015.
  • 814 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q4 2015.

Based on JFS Wealth Advisors's 13F filing for Q4 2015, filed 3 Feb 2016.