MWM
APC

MinichMacGregor Wealth Management’s Anadarko Petroleum APC Stock Holding History

MinichMacGregor 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
Q4 		– Sell
-7
Closed – – 588
2018
Q3 		$0 Hold
7
– – ﹤0.01% 607
2018
Q2 		$0 Hold
7
– – ﹤0.01% 613
2018
Q1 		$0 Hold
7
– – ﹤0.01% 579
2017
Q4 		$0 Hold
7
– – ﹤0.01% 548
2017
Q3 		$0 Hold
7
– – ﹤0.01% 542
2017
Q2 		$0 Sell
7
-21
-75% -$1.11K ﹤0.01% 542
2017
Q1 		$1K Sell
28
-8
-22% -$532 ﹤0.01% 446
2016
Q4 		$2K Buy
36
+29
+414% +$1.89K ﹤0.01% 394
2016
Q3 		$0 Hold
7
– – ﹤0.01% 503
2016
Q2 		$0 Hold
7
– – ﹤0.01% 486
2016
Q1 		$0 Hold
7
– – ﹤0.01% 505
2015
Q4 		$0 Buy
+7
New +$429 ﹤0.01% 409

Other funds holding APC

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T 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

MinichMacGregor Wealth Management's APC Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Anadarko Petroleum (APC) in Q4 2018, closing a stake of 7 shares.

MinichMacGregor Wealth Management first reported a position in APC in Q4 2015 and held it in 12 quarters. The position peaked at $2K in Q4 2016. 811 funds tracked by Wall St. Rank hold APC as of Q4 2018.

  • MinichMacGregor Wealth Management reported no remaining Anadarko Petroleum position as of Q4 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 7 Anadarko Petroleum shares in Q4 2018.
  • MinichMacGregor Wealth Management first reported a position in Anadarko Petroleum in Q4 2015 and held it in 12 quarters.
  • MinichMacGregor Wealth Management's Anadarko Petroleum position peaked at $2K in Q4 2016.
  • 811 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.