LWCFA
APC

Loring Wolcott & Coolidge Fiduciary Advisors’s Anadarko Petroleum APC Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2019
Q3 		– Sell
-3,557
Closed -$251K – 758
2019
Q2 		$251K Sell
3,557
-600
-14% -$40.2K ﹤0.01% 244
2019
Q1 		$189K Sell
4,157
-3,401
-45% -$154K ﹤0.01% 263
2018
Q4 		$331K Buy
7,558
+200
+3% +$11.3K 0.01% 220
2018
Q3 		$496K Hold
7,358
– – 0.01% 204
2018
Q2 		$539K Sell
7,358
-5
-0.1% -$339 0.01% 196
2018
Q1 		$445K Hold
7,363
– – 0.01% 208
2017
Q4 		$395K Sell
7,363
-13
-0.2% -$639 0.01% 218
2017
Q3 		$360K Buy
7,376
+13
+0.2% +$573 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% -$6.5K 0.01% 188
2016
Q3 		$473K Buy
7,463
+100
+1% +$5.57K 0.01% 191
2016
Q2 		$392K Buy
7,363
+338
+5% +$17.1K 0.01% 202
2016
Q1 		$327K Hold
7,025
– – 0.01% 210
2015
Q4 		$341K Buy
7,025
+900
+15% +$55.1K 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% -$42.1K 0.02% 171
2014
Q2 		$713K Sell
6,515
-981
-13% -$99.9K 0.02% 163
2014
Q1 		$635K Buy
7,496
+74
+1% +$6.07K 0.02% 171
2013
Q4 		$589K Sell
7,422
-356
-5% -$31.9K 0.02% 179
2013
Q3 		$723K Buy
7,778
+169
+2% +$15.4K 0.02% 161
2013
Q2 		$654K Buy
+7,609
New +$655K 0.02% 175

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 $385M AUM
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
IB
Intrust Bank Wichita, Kansas $1.35B AUM 37.16% 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

Loring Wolcott & Coolidge Fiduciary Advisors's APC Position: Q3 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Anadarko Petroleum (APC) in Q3 2019, closing a stake of 3,557 shares — an estimated $251K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in APC in Q2 2013 and held it in 25 quarters. The position peaked at $723K in Q3 2013. 8 funds tracked by Wall St. Rank hold APC as of Q3 2019.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Anadarko Petroleum position as of Q3 2019 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 3,557 Anadarko Petroleum shares in Q3 2019, an estimated $251K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Anadarko Petroleum in Q2 2013 and held it in 25 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Anadarko Petroleum position peaked at $723K in Q3 2013.
  • 8 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q3 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.