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Sheets Smith Wealth Management’s APA Corp APA Stock Holding History

Sheets Smith Wealth Management’s Portfolio APA Stock Details APA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-17,340
Closed -$1.1M – 290
2016
Q4 		$1.1M Sell
17,340
-868
-5% -$54.7K 0.31% 90
2016
Q3 		$1.16M Buy
+18,208
New +$995K 0.33% 78

Other funds holding APA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sheets Smith Wealth Management's APA Position: Q1 2017 in Review

Sheets Smith Wealth Management sold out of APA Corp (APA) in Q1 2017, closing a stake of 17,340 shares — an estimated $1.1M sold.

Sheets Smith Wealth Management first reported a position in APA in Q3 2016 and held it in 2 quarters. The position peaked at $1.16M in Q3 2016. 758 funds tracked by Wall St. Rank hold APA as of Q1 2017.

  • Sheets Smith Wealth Management reported no remaining APA Corp position as of Q1 2017 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 17,340 APA Corp shares in Q1 2017, an estimated $1.1M.
  • Sheets Smith Wealth Management first reported a position in APA Corp in Q3 2016 and held it in 2 quarters.
  • Sheets Smith Wealth Management's APA Corp position peaked at $1.16M in Q3 2016.
  • 758 funds tracked by Wall St. Rank held APA Corp as of Q1 2017.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2017, filed 10 Apr 2017.