KFS
APC

KMS Financial Services’s Anadarko Petroleum APC Stock Holding History

KMS Financial Services’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
2014
Q3 		$460K Sell
4,536
-236
-5% -$25.5K 0.06% 286
2014
Q2 		$522K Buy
4,772
+35
+0.7% +$3.56K 0.07% 256
2014
Q1 		$402K Buy
4,737
+1,113
+31% +$91.2K 0.06% 305
2013
Q4 		$287K Buy
+3,624
New +$325K 0.05% 384

Other funds holding APC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KMS Financial Services's APC Position: Q3 2014 in Review

KMS Financial Services reduced its Anadarko Petroleum (APC) stake by 4.9% in Q3 2014, selling an estimated $25.5K and leaving 4,536 shares worth $460K. The position accounts for 0.06% of the portfolio, ranked #286.

KMS Financial Services first reported a position in APC in Q4 2013 and has held it in 4 quarters since. The position peaked at $522K in Q2 2014. 930 funds tracked by Wall St. Rank hold APC as of Q3 2014.

  • KMS Financial Services held 4,536 shares of Anadarko Petroleum worth $460K as of Q3 2014.
  • KMS Financial Services sold 236 Anadarko Petroleum shares in Q3 2014, an estimated $25.5K.
  • Anadarko Petroleum made up 0.06% of KMS Financial Services's portfolio in Q3 2014, its #286 holding.
  • KMS Financial Services first reported a position in Anadarko Petroleum in Q4 2013 and has held it in 4 quarters since.
  • KMS Financial Services's Anadarko Petroleum position peaked at $522K in Q2 2014.
  • 930 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.