Summit Financial Wealth Advisors’s Anadarko Petroleum APC Stock Holding History

Summit Financial Wealth 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 Q2	–	Sell	-7,833	Closed	-$348K	–	158
2019 Q1	$348K	Hold	7,833	–	–	0.09%	100
2018 Q4	$343K	Hold	7,833	–	–	0.11%	91
2018 Q3	$529K	Sell	7,833 -807	-9%	-$54.5K	0.16%	80
2018 Q2	$522K	Hold	8,640	–	–	0.17%	84
2018 Q1	$522K	Hold	8,640	–	–	0.17%	84
2017 Q4	$463K	Hold	8,640	–	–	0.16%	88
2017 Q3	$422K	Hold	8,640	–	–	0.15%	93
2017 Q2	$392K	Hold	8,640	–	–	0.16%	100
2017 Q1	$536K	Sell	8,640 -300	-3%	-$20K	0.23%	90
2016 Q4	$623K	Buy	+8,940	New	+$581K	0.27%	82

Other funds holding APC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Financial Wealth Advisors's APC Position: Q2 2019 in Review

Summit Financial Wealth Advisors sold out of Anadarko Petroleum (APC) in Q2 2019, closing a stake of 7,833 shares — an estimated $348K sold.

Summit Financial Wealth Advisors first reported a position in APC in Q4 2016 and held it in 10 quarters. The position peaked at $623K in Q4 2016. 804 funds tracked by Wall St. Rank hold APC as of Q2 2019.

Summit Financial Wealth Advisors reported no remaining Anadarko Petroleum position as of Q2 2019 after selling out during the quarter.
Summit Financial Wealth Advisors sold 7,833 Anadarko Petroleum shares in Q2 2019, an estimated $348K.
Summit Financial Wealth Advisors first reported a position in Anadarko Petroleum in Q4 2016 and held it in 10 quarters.
Summit Financial Wealth Advisors's Anadarko Petroleum position peaked at $623K in Q4 2016.
804 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q2 2019.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2019, filed 16 Jul 2019.