LF
APC

Lee Financial’s Anadarko Petroleum APC Stock Holding History

Lee Financial’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
2019
Q3 		– Sell
-6,517
Closed -$460K – 549
2019
Q2 		$460K Buy
6,517
+17
+0.3% +$1.14K 0.1% 90
2019
Q1 		$296K Hold
6,500
– – 0.07% 102
2018
Q4 		$285K Buy
6,500
+4,000
+160% +$226K 0.08% 99
2018
Q3 		$169K Sell
2,500
-2,090
-46% -$141K 0.04% 136
2018
Q2 		$336K Buy
4,590
+7
+0.2% +$474 0.08% 110
2018
Q1 		$277K Buy
4,583
+2,083
+83% +$122K 0.07% 136
2017
Q4 		$134K Sell
2,500
-185
-7% -$9.1K 0.04% 135
2017
Q3 		$131K Buy
2,685
+185
+7% +$8.16K 0.04% 128
2017
Q2 		$113K Hold
2,500
– – 0.04% 141
2017
Q1 		$155K Hold
2,500
– – 0.06% 116
2016
Q4 		$174K Buy
+2,500
New +$163K 0.1% 108

Other funds holding APC

SLWS
Swaine & Leidel Wealth Services Sebring, Florida $130K AUM
SCP
Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CI
Capital Innovations Pewaukee, Wisconsin $399K AUM
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
IB
Intrust Bank Wichita, Kansas $1.23B AUM 26.34% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Lee Financial's APC Position: Q3 2019 in Review

Lee Financial sold out of Anadarko Petroleum (APC) in Q3 2019, closing a stake of 6,517 shares — an estimated $460K sold.

Lee Financial first reported a position in APC in Q4 2016 and held it in 11 quarters. The position peaked at $460K in Q2 2019. 8 funds tracked by Wall St. Rank hold APC as of Q3 2019.

  • Lee Financial reported no remaining Anadarko Petroleum position as of Q3 2019 after selling out during the quarter.
  • Lee Financial sold 6,517 Anadarko Petroleum shares in Q3 2019, an estimated $460K.
  • Lee Financial first reported a position in Anadarko Petroleum in Q4 2016 and held it in 11 quarters.
  • Lee Financial's Anadarko Petroleum position peaked at $460K in Q2 2019.
  • 8 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q3 2019.

Based on Lee Financial's 13F filing for Q3 2019, filed 8 Nov 2019.