PWLP
APC

Prio Wealth Limited Partnership’s Anadarko Petroleum APC Stock Holding History

Prio Wealth Limited Partnership’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
-4,264
Closed -$300K – 263
2019
Q2 		$300K Buy
+4,264
New +$286K 0.01% 208
2018
Q4 		– Sell
-4,475
Closed -$301K – 237
2018
Q3 		$301K Buy
4,475
+8
+0.2% +$540 0.01% 203
2018
Q2 		$327K Buy
4,467
+3
+0.1% +$203 0.02% 195
2018
Q1 		$269K Sell
4,464
-1,300
-23% -$76.2K 0.01% 204
2017
Q4 		$309K Buy
5,764
+860
+18% +$42.3K 0.01% 194
2017
Q3 		$239K Sell
4,904
-900
-16% -$39.7K 0.01% 219
2017
Q2 		$263K Hold
5,804
– – 0.01% 207
2017
Q1 		$359K Hold
5,804
– – 0.02% 191
2016
Q4 		$404K Sell
5,804
-2,000
-26% -$130K 0.02% 185
2016
Q3 		$494K Sell
7,804
-65
-0.8% -$3.62K 0.03% 176
2016
Q2 		$419K Hold
7,869
– – 0.02% 179
2016
Q1 		$366K Sell
7,869
-3,185
-29% -$129K 0.02% 188
2015
Q4 		$537K Sell
11,054
-2,835
-20% -$174K 0.03% 169
2015
Q3 		$838K Sell
13,889
-475
-3% -$33.7K 0.05% 153
2015
Q2 		$1.12M Sell
14,364
-250
-2% -$21.6K 0.06% 142
2015
Q1 		$1.21M Sell
14,614
-130
-0.9% -$10.6K 0.06% 139
2014
Q4 		$1.22M Hold
14,744
– – 0.06% 137
2014
Q3 		$1.5M Sell
14,744
-35
-0.2% -$3.77K 0.08% 125
2014
Q2 		$1.62M Sell
14,779
-351
-2% -$35.7K 0.08% 127
2014
Q1 		$1.28M Sell
15,130
-410
-3% -$33.6K 0.07% 135
2013
Q4 		$1.23M Buy
15,540
+1,386
+10% +$124K 0.06% 138
2013
Q3 		$1.32M Hold
14,154
– – 0.07% 135
2013
Q2 		$1.22M Buy
+14,154
New +$1.22M 0.07% 134

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

Prio Wealth Limited Partnership's APC Position: Q3 2019 in Review

Prio Wealth Limited Partnership sold out of Anadarko Petroleum (APC) in Q3 2019, closing a stake of 4,264 shares — an estimated $300K sold.

Prio Wealth Limited Partnership first reported a position in APC in Q2 2013 and held it in 23 quarters. The position peaked at $1.62M in Q2 2014. 8 funds tracked by Wall St. Rank hold APC as of Q3 2019.

  • Prio Wealth Limited Partnership reported no remaining Anadarko Petroleum position as of Q3 2019 after selling out during the quarter.
  • Prio Wealth Limited Partnership sold 4,264 Anadarko Petroleum shares in Q3 2019, an estimated $300K.
  • Prio Wealth Limited Partnership first reported a position in Anadarko Petroleum in Q2 2013 and held it in 23 quarters.
  • Prio Wealth Limited Partnership's Anadarko Petroleum position peaked at $1.62M in Q2 2014.
  • 8 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q3 2019.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2019, filed 13 Nov 2019.