SNT
APC

Security National Trust’s Anadarko Petroleum APC Stock Holding History

Security National Trust’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
-2,440
Closed -$172K – 374
2019
Q2 		$172K Hold
2,440
– – 0.05% 166
2019
Q1 		$111K Buy
2,440
+1,800
+281% +$81.6K 0.04% 201
2018
Q4 		$28K Hold
640
– – 0.01% 264
2018
Q3 		$43K Sell
640
-100
-14% -$6.75K 0.01% 266
2018
Q2 		$54K Sell
740
-150
-17% -$10.2K 0.02% 255
2018
Q1 		$54K Sell
890
-764
-46% -$44.8K 0.02% 259
2017
Q4 		$89K Sell
1,654
-94
-5% -$4.62K 0.03% 232
2017
Q3 		$85K Sell
1,748
-300
-15% -$13.2K 0.03% 238
2017
Q2 		$93K Sell
2,048
-90
-4% -$4.77K 0.03% 238
2017
Q1 		$133K Hold
2,138
– – 0.04% 205
2016
Q4 		$149K Hold
2,138
– – 0.05% 188
2016
Q3 		$135K Hold
2,138
– – 0.05% 199
2016
Q2 		$114K Buy
2,138
+100
+5% +$5.07K 0.04% 208
2016
Q1 		$95K Sell
2,038
-285
-12% -$11.6K 0.04% 224
2015
Q4 		$113K Hold
2,323
– – 0.04% 205
2015
Q3 		$140K Hold
2,323
– – 0.05% 190
2015
Q2 		$181K Hold
2,323
– – 0.07% 187
2015
Q1 		$192K Hold
2,323
– – 0.07% 186
2014
Q4 		$192K Buy
2,323
+173
+8% +$15.1K 0.07% 175
2014
Q3 		$218K Buy
2,150
+90
+4% +$9.71K 0.09% 169
2014
Q2 		$225K Hold
2,060
– – 0.09% 167
2014
Q1 		$175K Hold
2,060
– – 0.07% 183
2013
Q4 		$164K Sell
2,060
-250
-11% -$22.4K 0.07% 179
2013
Q3 		$215K Buy
2,310
+48
+2% +$4.37K 0.1% 156
2013
Q2 		$194K Buy
+2,262
New +$195K 0.09% 155

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

Security National Trust's APC Position: Q3 2019 in Review

Security National Trust sold out of Anadarko Petroleum (APC) in Q3 2019, closing a stake of 2,440 shares — an estimated $172K sold.

Security National Trust first reported a position in APC in Q2 2013 and held it in 25 quarters. The position peaked at $225K in Q2 2014. 8 funds tracked by Wall St. Rank hold APC as of Q3 2019.

  • Security National Trust reported no remaining Anadarko Petroleum position as of Q3 2019 after selling out during the quarter.
  • Security National Trust sold 2,440 Anadarko Petroleum shares in Q3 2019, an estimated $172K.
  • Security National Trust first reported a position in Anadarko Petroleum in Q2 2013 and held it in 25 quarters.
  • Security National Trust's Anadarko Petroleum position peaked at $225K in Q2 2014.
  • 8 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q3 2019.

Based on Security National Trust's 13F filing for Q3 2019, filed 1 Nov 2019.