MWM
APC icon

Mascoma Wealth Management’s Anadarko Petroleum APC Stock Holding History

Mascoma 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
2018
Q3 		– Sell
-50
Closed -$4K – 420
2018
Q2 		$4K Hold
50
– – ﹤0.01% 335
2018
Q1 		$3K Hold
50
– – ﹤0.01% 343
2017
Q4 		$3K Hold
50
– – ﹤0.01% 337
2017
Q3 		$2K Hold
50
– – ﹤0.01% 372
2017
Q2 		$2K Sell
50
-12
-19% -$637 ﹤0.01% 380
2017
Q1 		$4K Hold
62
– – ﹤0.01% 313
2016
Q4 		$4K Buy
+62
New +$4.03K ﹤0.01% 317

Other funds holding APC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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 $3.38T AUM 44.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Mascoma Wealth Management's APC Position: Q3 2018 in Review

Mascoma Wealth Management sold out of Anadarko Petroleum (APC) in Q3 2018, closing a stake of 50 shares — an estimated $4K sold.

Mascoma Wealth Management first reported a position in APC in Q4 2016 and held it in 7 quarters. The position peaked at $4K in Q2 2018. 837 funds tracked by Wall St. Rank hold APC as of Q3 2018.

  • Mascoma Wealth Management reported no remaining Anadarko Petroleum position as of Q3 2018 after selling out during the quarter.
  • Mascoma Wealth Management sold 50 Anadarko Petroleum shares in Q3 2018, an estimated $4K.
  • Mascoma Wealth Management first reported a position in Anadarko Petroleum in Q4 2016 and held it in 7 quarters.
  • Mascoma Wealth Management's Anadarko Petroleum position peaked at $4K in Q2 2018.
  • 837 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q3 2018.

Based on Mascoma Wealth Management's 13F filing for Q3 2018, filed 8 Nov 2018.