LWA
APC

Lenox Wealth Advisors’s Anadarko Petroleum APC Stock Holding History

Lenox 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
2017
Q4 		– Sell
-3
Closed – – 491
2017
Q3 		$0 Buy
+3
New +$132 ﹤0.01% 292
2015
Q4 		– Sell
-61
Closed -$4K – 575
2015
Q3 		$4K Hold
61
– – ﹤0.01% 290
2015
Q2 		$5K Sell
61
-61
-50% -$5.28K ﹤0.01% 219
2015
Q1 		$10K Hold
122
– – ﹤0.01% 164
2014
Q4 		$10K Hold
122
– – ﹤0.01% 170
2014
Q3 		$12K Hold
122
– – 0.01% 167
2014
Q2 		$13K Hold
122
– – 0.01% 136
2014
Q1 		$11K Buy
+122
New +$10K 0.01% 124
2013
Q4 		– Sell
-125
Closed -$12K – 418
2013
Q3 		$12K Sell
125
-15
-11% -$1.36K 0.01% 96
2013
Q2 		$12K Buy
+140
New +$12.1K 0.01% 104

Other funds holding APC

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lenox Wealth Advisors's APC Position: Q4 2017 in Review

Lenox Wealth Advisors sold out of Anadarko Petroleum (APC) in Q4 2017, closing a stake of 3 shares.

Lenox Wealth Advisors first reported a position in APC in Q2 2013 and held it in 10 quarters. The position peaked at $13K in Q2 2014. 814 funds tracked by Wall St. Rank hold APC as of Q4 2017.

  • Lenox Wealth Advisors reported no remaining Anadarko Petroleum position as of Q4 2017 after selling out during the quarter.
  • Lenox Wealth Advisors sold 3 Anadarko Petroleum shares in Q4 2017.
  • Lenox Wealth Advisors first reported a position in Anadarko Petroleum in Q2 2013 and held it in 10 quarters.
  • Lenox Wealth Advisors's Anadarko Petroleum position peaked at $13K in Q2 2014.
  • 814 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q4 2017.

Based on Lenox Wealth Advisors's 13F filing for Q4 2017, filed 29 Jan 2018.