OIA
APC

Optimum Investment Advisors’s Anadarko Petroleum APC Stock Holding History

Optimum Investment Advisors’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
-3,731
Closed -$263K – 1047
2019
Q2 		$263K Sell
3,731
-2,510
-40% -$168K 0.09% 227
2019
Q1 		$284K Sell
6,241
-70
-1% -$3.17K 0.09% 220
2018
Q4 		$277K Sell
6,311
-1,740
-22% -$98.1K 0.1% 203
2018
Q3 		$543K Hold
8,051
– – 0.15% 159
2018
Q2 		$590K Hold
8,051
– – 0.17% 141
2018
Q1 		$486K Sell
8,051
-300
-4% -$17.6K 0.14% 167
2017
Q4 		$448K Sell
8,351
-2,690
-24% -$132K 0.14% 177
2017
Q3 		$539K Sell
11,041
-500
-4% -$22.1K 0.18% 153
2017
Q2 		$523K Buy
11,541
+100
+0.9% +$5.3K 0.18% 159
2017
Q1 		$709K Sell
11,441
-350
-3% -$23.3K 0.25% 113
2016
Q4 		$822K Buy
11,791
+200
+2% +$13K 0.31% 94
2016
Q3 		$734K Buy
11,591
+1,505
+15% +$83.9K 0.28% 105
2016
Q2 		$537K Buy
10,086
+550
+6% +$27.9K 0.21% 135
2016
Q1 		$444K Sell
9,536
-5,593
-37% -$227K 0.17% 157
2015
Q4 		$735K Sell
15,129
-2,050
-12% -$126K 0.28% 108
2015
Q3 		$1.04M Buy
+17,179
New +$1.22M 0.42% 69
2015
Q1 		$1.55M Buy
18,714
+800
+4% +$65.5K 0.49% 44
2014
Q4 		$1.48M Sell
17,914
-400
-2% -$34.8K 0.47% 47
2014
Q3 		$1.84M Hold
18,314
– – 0.61% 36
2014
Q2 		$2M Buy
18,314
+1,063
+6% +$108K 0.65% 31
2014
Q1 		$1.46M Sell
17,251
-2,385
-12% -$196K 0.55% 40
2013
Q4 		$1.56M Sell
19,636
-875
-4% -$78.4K 0.59% 39
2013
Q3 		$1.91M Buy
+20,511
New +$1.87M 0.78% 31

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

Optimum Investment Advisors's APC Position: Q3 2019 in Review

Optimum Investment Advisors sold out of Anadarko Petroleum (APC) in Q3 2019, closing a stake of 3,731 shares — an estimated $263K sold.

Optimum Investment Advisors first reported a position in APC in Q3 2013 and held it in 23 quarters. The position peaked at $2M in Q2 2014. 8 funds tracked by Wall St. Rank hold APC as of Q3 2019.

  • Optimum Investment Advisors reported no remaining Anadarko Petroleum position as of Q3 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 3,731 Anadarko Petroleum shares in Q3 2019, an estimated $263K.
  • Optimum Investment Advisors first reported a position in Anadarko Petroleum in Q3 2013 and held it in 23 quarters.
  • Optimum Investment Advisors's Anadarko Petroleum position peaked at $2M in Q2 2014.
  • 8 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q3 2019.

Based on Optimum Investment Advisors's 13F filing for Q3 2019, filed 17 Oct 2019.