Kaizen Advisory’s Anadarko Petroleum APC Stock Holding History

Kaizen Advisory’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
2018 Q4	$61K	Buy	1,390 +271	+24%	+$15.3K	0.04%	291
2018 Q3	$75K	Hold	1,119	–	–	0.04%	268
2018 Q2	$82K	Buy	1,119 +581	+108%	+$39.4K	0.04%	259
2018 Q1	$33K	Hold	538	–	–	0.03%	260
2017 Q4	$29K	Buy	+538	New	+$26.5K	0.02%	265

Other funds holding APC

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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Kaizen Advisory's APC Position: Q4 2018 in Review

Kaizen Advisory increased its Anadarko Petroleum (APC) stake by 24% in Q4 2018, buying an estimated $15.3K and bringing the position to 1,390 shares worth $61K. The position accounts for 0.04% of the portfolio, ranked #291.

Kaizen Advisory first reported a position in APC in Q4 2017 and has held it in 5 quarters since. The position peaked at $82K in Q2 2018. 811 funds tracked by Wall St. Rank hold APC as of Q4 2018.

Kaizen Advisory held 1,390 shares of Anadarko Petroleum worth $61K as of Q4 2018.
Kaizen Advisory bought 271 Anadarko Petroleum shares in Q4 2018, an estimated $15.3K.
Anadarko Petroleum made up 0.04% of Kaizen Advisory's portfolio in Q4 2018, its #291 holding.
Kaizen Advisory first reported a position in Anadarko Petroleum in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Anadarko Petroleum position peaked at $82K in Q2 2018.
811 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.