LWCFA
APC
Loring Wolcott & Coolidge Fiduciary Advisors’s Anadarko Petroleum APC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,557
| Closed | -$251K | – | 758 |
|
|
2019
Q2 | $251K | Sell |
3,557
-600
| -14% | -$42.3K | ﹤0.01% | 244 |
|
|
2019
Q1 | $189K | Sell |
4,157
-3,401
| -45% | -$155K | ﹤0.01% | 263 |
|
|
2018
Q4 | $331K | Buy |
7,558
+200
| +3% | +$8.76K | 0.01% | 220 |
|
|
2018
Q3 | $496K | Hold |
7,358
| – | – | 0.01% | 204 |
|
|
2018
Q2 | $539K | Sell |
7,358
-5
| -0.1% | -$366 | 0.01% | 196 |
|
|
2018
Q1 | $445K | Hold |
7,363
| – | – | 0.01% | 208 |
|
|
2017
Q4 | $395K | Sell |
7,363
-13
| -0.2% | -$697 | 0.01% | 218 |
|
|
2017
Q3 | $360K | Buy |
7,376
+13
| +0.2% | +$634 | 0.01% | 221 |
|
|
2017
Q2 | $336K | Hold |
7,363
| – | – | 0.01% | 218 |
|
|
2017
Q1 | $457K | Hold |
7,363
| – | – | 0.01% | 196 |
|
|
2016
Q4 | $513K | Sell |
7,363
-100
| -1% | -$6.97K | 0.01% | 188 |
|
|
2016
Q3 | $473K | Buy |
7,463
+100
| +1% | +$6.34K | 0.01% | 191 |
|
|
2016
Q2 | $392K | Buy |
7,363
+338
| +5% | +$18K | 0.01% | 202 |
|
|
2016
Q1 | $327K | Hold |
7,025
| – | – | 0.01% | 210 |
|
|
2015
Q4 | $341K | Buy |
7,025
+900
| +15% | +$43.7K | 0.01% | 224 |
|
|
2015
Q3 | $478K | Hold |
6,125
| – | – | 0.01% | 203 |
|
|
2015
Q2 | $478K | Hold |
6,125
| – | – | 0.01% | 203 |
|
|
2015
Q1 | $507K | Hold |
6,125
| – | – | 0.01% | 208 |
|
|
2014
Q4 | $505K | Hold |
6,125
| – | – | 0.01% | 196 |
|
|
2014
Q3 | $621K | Sell |
6,125
-390
| -6% | -$39.5K | 0.02% | 171 |
|
|
2014
Q2 | $713K | Sell |
6,515
-981
| -13% | -$107K | 0.02% | 163 |
|
|
2014
Q1 | $635K | Buy |
7,496
+74
| +1% | +$6.27K | 0.02% | 171 |
|
|
2013
Q4 | $589K | Sell |
7,422
-356
| -5% | -$28.3K | 0.02% | 179 |
|
|
2013
Q3 | $723K | Buy |
7,778
+169
| +2% | +$15.7K | 0.02% | 161 |
|
|
2013
Q2 | $654K | Buy |
+7,609
| New | +$654K | 0.02% | 175 |
|