LA
APC

Lucus Advisors’s Anadarko Petroleum APC Stock Holding History

Lucus 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
2015
Q2 		– Sell
-3,419
Closed -$283K – 407
2015
Q1 		$283K Sell
3,419
-2,298
-40% -$188K 0.14% 276
2014
Q4 		$472K Buy
+5,717
New +$498K 0.21% 150

Other funds holding APC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Lucus Advisors's APC Position: Q2 2015 in Review

Lucus Advisors sold out of Anadarko Petroleum (APC) in Q2 2015, closing a stake of 3,419 shares — an estimated $283K sold.

Lucus Advisors first reported a position in APC in Q4 2014 and held it in 2 quarters. The position peaked at $472K in Q4 2014. 883 funds tracked by Wall St. Rank hold APC as of Q2 2015.

  • Lucus Advisors reported no remaining Anadarko Petroleum position as of Q2 2015 after selling out during the quarter.
  • Lucus Advisors sold 3,419 Anadarko Petroleum shares in Q2 2015, an estimated $283K.
  • Lucus Advisors first reported a position in Anadarko Petroleum in Q4 2014 and held it in 2 quarters.
  • Lucus Advisors's Anadarko Petroleum position peaked at $472K in Q4 2014.
  • 883 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q2 2015.

Based on Lucus Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.