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Transform Wealth’s APA Corp APA Stock Holding History

Transform Wealth’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
-17,954
Closed -$1.14M – 213
2016
Q4 		$1.14M Buy
17,954
+991
+6% +$62.4K 0.45% 72
2016
Q3 		$1.08M Sell
16,963
-60
-0.4% -$3.28K 0.47% 74
2016
Q2 		$948K Buy
+17,023
New +$926K 0.4% 86

Other funds holding APA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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 $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Transform Wealth's APA Position: Q1 2017 in Review

Transform Wealth sold out of APA Corp (APA) in Q1 2017, closing a stake of 17,954 shares — an estimated $1.14M sold.

Transform Wealth first reported a position in APA in Q2 2016 and held it in 3 quarters. The position peaked at $1.14M in Q4 2016. 758 funds tracked by Wall St. Rank hold APA as of Q1 2017.

  • Transform Wealth reported no remaining APA Corp position as of Q1 2017 after selling out during the quarter.
  • Transform Wealth sold 17,954 APA Corp shares in Q1 2017, an estimated $1.14M.
  • Transform Wealth first reported a position in APA Corp in Q2 2016 and held it in 3 quarters.
  • Transform Wealth's APA Corp position peaked at $1.14M in Q4 2016.
  • 758 funds tracked by Wall St. Rank held APA Corp as of Q1 2017.

Based on Transform Wealth's 13F filing for Q1 2017, filed 4 May 2017.