Tortoise Investment Management’s Anadarko Petroleum APC Stock Holding History

Tortoise Investment Management’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	-700	Closed	-$49K	–	657
2019 Q2	$49K	Hold	700	–	–	0.01%	259
2019 Q1	$32K	Hold	700	–	–	0.01%	285
2018 Q4	$31K	Hold	700	–	–	0.01%	278
2018 Q3	$47K	Hold	700	–	–	0.01%	246
2018 Q2	$51K	Hold	700	–	–	0.01%	244
2018 Q1	$42K	Sell	700 -326	-32%	-$19.1K	0.01%	261
2017 Q4	$55K	Hold	1,026	–	–	0.02%	234
2017 Q3	$50K	Hold	1,026	–	–	0.02%	230
2017 Q2	$47K	Hold	1,026	–	–	0.02%	224
2017 Q1	$64K	Hold	1,026	–	–	0.02%	182
2016 Q4	$72K	Buy	1,026 +326	+47%	+$21.2K	0.02%	171
2016 Q3	$44K	Hold	700	–	–	0.01%	207
2016 Q2	$37K	Hold	700	–	–	0.01%	221
2016 Q1	$33K	Hold	700	–	–	0.01%	222
2015 Q4	$34K	Hold	700	–	–	0.01%	234
2015 Q3	$42K	Hold	700	–	–	0.02%	215
2015 Q2	$55K	Hold	700	–	–	0.02%	202
2015 Q1	$58K	Hold	700	–	–	0.02%	197
2014 Q4	$58K	Hold	700	–	–	0.02%	201
2014 Q3	$71K	Sell	700 -180	-20%	-$19.4K	0.03%	181
2014 Q2	$96K	Buy	+880	New	+$89.6K	0.04%	159

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Capital Innovations Pewaukee, Wisconsin $399K AUM

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Intrust Bank Wichita, Kansas $1.23B AUM 26.34% 1-Year Est. Return

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

Tortoise Investment Management's APC Position: Q3 2019 in Review

Tortoise Investment Management sold out of Anadarko Petroleum (APC) in Q3 2019, closing a stake of 700 shares — an estimated $49K sold.

Tortoise Investment Management first reported a position in APC in Q2 2014 and held it in 21 quarters. The position peaked at $96K in Q2 2014. 8 funds tracked by Wall St. Rank hold APC as of Q3 2019.

Tortoise Investment Management reported no remaining Anadarko Petroleum position as of Q3 2019 after selling out during the quarter.
Tortoise Investment Management sold 700 Anadarko Petroleum shares in Q3 2019, an estimated $49K.
Tortoise Investment Management first reported a position in Anadarko Petroleum in Q2 2014 and held it in 21 quarters.
Tortoise Investment Management's Anadarko Petroleum position peaked at $96K in Q2 2014.
8 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q3 2019.

Based on Tortoise Investment Management's 13F filing for Q3 2019, filed 6 Nov 2019.