MIS
APC

Morningstar Investment Services’s Anadarko Petroleum APC Stock Holding History

Morningstar Investment Services’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
Q1 		– Sell
-17,594
Closed -$1.23M – 208
2016
Q4 		$1.23M Sell
17,594
-35,255
-67% -$2.29M 0.04% 134
2016
Q3 		$3.35M Sell
52,849
-16,531
-24% -$921K 0.1% 128
2016
Q2 		$3.81M Sell
69,380
-12,403
-15% -$629K 0.12% 126
2016
Q1 		$3.81M Buy
+81,783
New +$3.32M 0.13% 126

Other funds holding APC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morningstar Investment Services's APC Position: Q1 2017 in Review

Morningstar Investment Services sold out of Anadarko Petroleum (APC) in Q1 2017, closing a stake of 17,594 shares — an estimated $1.23M sold.

Morningstar Investment Services first reported a position in APC in Q1 2016 and held it in 4 quarters. The position peaked at $3.81M in Q1 2016. 863 funds tracked by Wall St. Rank hold APC as of Q1 2017.

  • Morningstar Investment Services reported no remaining Anadarko Petroleum position as of Q1 2017 after selling out during the quarter.
  • Morningstar Investment Services sold 17,594 Anadarko Petroleum shares in Q1 2017, an estimated $1.23M.
  • Morningstar Investment Services first reported a position in Anadarko Petroleum in Q1 2016 and held it in 4 quarters.
  • Morningstar Investment Services's Anadarko Petroleum position peaked at $3.81M in Q1 2016.
  • 863 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q1 2017.

Based on Morningstar Investment Services's 13F filing for Q1 2017, filed 4 May 2017.