United Asset Strategies’s Anadarko Petroleum APC Stock Holding History

United Asset Strategies’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
2018 Q4	–	Sell	-9,145	Closed	-$616K	–	221
2018 Q3	$616K	Buy	9,145 +356	+4%	+$24K	0.15%	126
2018 Q2	$644K	Buy	+8,789	New	+$596K	0.17%	122
2016 Q3	–	Sell	-3,770	Closed	-$201K	–	152
2016 Q2	$201K	Buy	+3,770	New	+$191K	0.08%	134
2015 Q2	–	Sell	-2,390	Closed	-$225K	–	136
2015 Q1	$225K	Buy	+2,390	New	+$196K	0.1%	112
2014 Q4	–	Sell	-2,384	Closed	-$242K	–	145
2014 Q3	$242K	Buy	+2,384	New	+$257K	0.11%	117
2014 Q2	–	Sell	-2,732	Closed	-$232K	–	132
2014 Q1	$232K	Buy	+2,732	New	+$224K	0.13%	97

Other funds holding APC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

United Asset Strategies's APC Position: Q4 2018 in Review

United Asset Strategies sold out of Anadarko Petroleum (APC) in Q4 2018, closing a stake of 9,145 shares — an estimated $616K sold.

United Asset Strategies first reported a position in APC in Q1 2014 and held it in 6 quarters. The position peaked at $644K in Q2 2018. 811 funds tracked by Wall St. Rank hold APC as of Q4 2018.

United Asset Strategies reported no remaining Anadarko Petroleum position as of Q4 2018 after selling out during the quarter.
United Asset Strategies sold 9,145 Anadarko Petroleum shares in Q4 2018, an estimated $616K.
United Asset Strategies first reported a position in Anadarko Petroleum in Q1 2014 and held it in 6 quarters.
United Asset Strategies's Anadarko Petroleum position peaked at $644K in Q2 2018.
811 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q4 2018.

Based on United Asset Strategies's 13F filing for Q4 2018, filed 11 Feb 2019.