Joel Isaacson & Co’s Anadarko Petroleum APC Stock Holding History

Joel Isaacson & Co’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 Q1	–	Sell	-2,116	Closed	-$148K	–	593
2016 Q4	$148K	Hold	2,116	–	–	0.03%	179
2016 Q3	$134K	Hold	2,116	–	–	0.03%	204
2016 Q2	$113K	Sell	2,116 -700	-25%	-$35.5K	0.02%	220
2016 Q1	$131K	Buy	2,816 +700	+33%	+$28.4K	0.03%	213
2015 Q4	$103K	Buy	2,116 +1,000	+90%	+$61.2K	0.03%	227
2015 Q3	$67K	Hold	1,116	–	–	0.02%	284
2015 Q2	$87K	Hold	1,116	–	–	0.02%	272
2015 Q1	$92K	Hold	1,116	–	–	0.02%	268
2014 Q4	$92K	Hold	1,116	–	–	0.02%	244
2014 Q3	$113K	Hold	1,116	–	–	0.03%	191
2014 Q2	$122K	Hold	1,116	–	–	0.04%	182
2014 Q1	$95K	Hold	1,116	–	–	0.03%	208
2013 Q4	$89K	Hold	1,116	–	–	0.03%	203
2013 Q3	$104K	Buy	1,116 +616	+123%	+$56K	0.04%	170
2013 Q2	$43K	Buy	+500	New	+$43K	0.02%	245

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Joel Isaacson & Co's APC Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Anadarko Petroleum (APC) in Q1 2017, closing a stake of 2,116 shares — an estimated $148K sold.

Joel Isaacson & Co first reported a position in APC in Q2 2013 and held it in 15 quarters. The position peaked at $148K in Q4 2016. 863 funds tracked by Wall St. Rank hold APC as of Q1 2017.

Joel Isaacson & Co reported no remaining Anadarko Petroleum position as of Q1 2017 after selling out during the quarter.
Joel Isaacson & Co sold 2,116 Anadarko Petroleum shares in Q1 2017, an estimated $148K.
Joel Isaacson & Co first reported a position in Anadarko Petroleum in Q2 2013 and held it in 15 quarters.
Joel Isaacson & Co's Anadarko Petroleum position peaked at $148K in Q4 2016.
863 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.