LWM
APC

Lyell Wealth Management’s Anadarko Petroleum APC Stock Holding History

Lyell Wealth Management’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
Q2 		– Sell
-20,875
Closed -$1.29M – 107
2017
Q1 		$1.29M Buy
20,875
+1,415
+7% +$94.2K 0.7% 56
2016
Q4 		$1.36M Buy
+19,460
New +$1.27M 0.84% 51

Other funds holding APC

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

Lyell Wealth Management's APC Position: Q2 2017 in Review

Lyell Wealth Management sold out of Anadarko Petroleum (APC) in Q2 2017, closing a stake of 20,875 shares — an estimated $1.29M sold.

Lyell Wealth Management first reported a position in APC in Q4 2016 and held it in 2 quarters. The position peaked at $1.36M in Q4 2016. 758 funds tracked by Wall St. Rank hold APC as of Q2 2017.

  • Lyell Wealth Management reported no remaining Anadarko Petroleum position as of Q2 2017 after selling out during the quarter.
  • Lyell Wealth Management sold 20,875 Anadarko Petroleum shares in Q2 2017, an estimated $1.29M.
  • Lyell Wealth Management first reported a position in Anadarko Petroleum in Q4 2016 and held it in 2 quarters.
  • Lyell Wealth Management's Anadarko Petroleum position peaked at $1.36M in Q4 2016.
  • 758 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q2 2017.

Based on Lyell Wealth Management's 13F filing for Q2 2017, filed 27 Jul 2017.