TL
APC

TrueWealth LLC’s Anadarko Petroleum APC Stock Holding History

TrueWealth LLC’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
-948
Closed -$67K – 756
2019
Q2 		$67K Hold
948
– – 0.03% 235
2019
Q1 		$43K Hold
948
– – 0.02% 276
2018
Q4 		$42K Hold
948
– – 0.02% 272
2018
Q3 		$64K Buy
948
+200
+27% +$13.5K 0.03% 240
2018
Q2 		$55K Hold
748
– – 0.03% 256
2018
Q1 		$45K Hold
748
– – 0.02% 268
2017
Q4 		$40K Buy
+748
New +$36.8K 0.02% 307

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

TrueWealth LLC's APC Position: Q3 2019 in Review

TrueWealth LLC sold out of Anadarko Petroleum (APC) in Q3 2019, closing a stake of 948 shares — an estimated $67K sold.

TrueWealth LLC first reported a position in APC in Q4 2017 and held it in 7 quarters. The position peaked at $67K in Q2 2019. 8 funds tracked by Wall St. Rank hold APC as of Q3 2019.

  • TrueWealth LLC reported no remaining Anadarko Petroleum position as of Q3 2019 after selling out during the quarter.
  • TrueWealth LLC sold 948 Anadarko Petroleum shares in Q3 2019, an estimated $67K.
  • TrueWealth LLC first reported a position in Anadarko Petroleum in Q4 2017 and held it in 7 quarters.
  • TrueWealth LLC's Anadarko Petroleum position peaked at $67K in Q2 2019.
  • 8 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q3 2019.

Based on TrueWealth LLC's 13F filing for Q3 2019, filed 10 Oct 2019.