NCM
APC

Nelson Capital Management’s Anadarko Petroleum APC Stock Holding History

Nelson Capital 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
2019
Q3 		– Sell
-36
Closed -$3K – 357
2019
Q2 		$3K Buy
+36
New +$2.41K ﹤0.01% 265
2018
Q1 		– Sell
-6
Closed – – 331
2017
Q4 		$0 Buy
+6
New +$295 ﹤0.01% 361
2014
Q3 		– Sell
-186
Closed -$20K – 327
2014
Q2 		$20K Hold
186
– – 0.01% 197
2014
Q1 		$16K Hold
186
– – 0.01% 176
2013
Q4 		$15K Hold
186
– – 0.01% 166
2013
Q3 		$17K Hold
186
– – 0.01% 151
2013
Q2 		$16K Buy
+186
New +$16K 0.01% 153

Other funds holding APC

SLWS
Swaine & Leidel Wealth Services Sebring, Florida $130K AUM
SCP
Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CI
Capital Innovations Pewaukee, Wisconsin $399K AUM
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
IB
Intrust Bank Wichita, Kansas $1.23B AUM 26.34% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Nelson Capital Management's APC Position: Q3 2019 in Review

Nelson Capital Management sold out of Anadarko Petroleum (APC) in Q3 2019, closing a stake of 36 shares — an estimated $3K sold.

Nelson Capital Management first reported a position in APC in Q2 2013 and held it in 7 quarters. The position peaked at $20K in Q2 2014. 8 funds tracked by Wall St. Rank hold APC as of Q3 2019.

  • Nelson Capital Management reported no remaining Anadarko Petroleum position as of Q3 2019 after selling out during the quarter.
  • Nelson Capital Management sold 36 Anadarko Petroleum shares in Q3 2019, an estimated $3K.
  • Nelson Capital Management first reported a position in Anadarko Petroleum in Q2 2013 and held it in 7 quarters.
  • Nelson Capital Management's Anadarko Petroleum position peaked at $20K in Q2 2014.
  • 8 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q3 2019.

Based on Nelson Capital Management's 13F filing for Q3 2019, filed 8 Nov 2019.