UCFA
APC

United Capital Financial Advisors’s Anadarko Petroleum APC Stock Holding History

United Capital Financial 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
Q3 		– Sell
-29,909
Closed -$2.11M – 1548
2019
Q2 		$2.11M Sell
29,909
-21,204
-41% -$1.42M 0.01% 605
2019
Q1 		$2.33M Sell
51,113
-5,482
-10% -$249K 0.02% 563
2018
Q4 		$2.48M Buy
56,595
+27,120
+92% +$1.53M 0.02% 511
2018
Q3 		$1.99M Sell
29,475
-4,207
-12% -$284K 0.01% 617
2018
Q2 		$2.47M Sell
33,682
-5,808
-15% -$394K 0.02% 540
2018
Q1 		$2.39M Sell
39,490
-5,267
-12% -$309K 0.02% 544
2017
Q4 		$2.41M Sell
44,757
-37,547
-46% -$1.85M 0.02% 549
2017
Q3 		$4.02M Sell
82,304
-8,933
-10% -$394K 0.03% 426
2017
Q2 		$4.14M Sell
91,237
-3,252
-3% -$173K 0.04% 420
2017
Q1 		$5.86M Sell
94,489
-6,484
-6% -$431K 0.05% 345
2016
Q4 		$7.04M Sell
100,973
-4,350
-4% -$283K 0.07% 322
2016
Q3 		$6.67M Sell
105,323
-807
-0.8% -$45K 0.06% 337
2016
Q2 		$5.63M Buy
106,130
+4,491
+4% +$228K 0.06% 345
2016
Q1 		$4.73M Sell
101,639
-2,595
-2% -$105K 0.05% 343
2015
Q4 		$5.06M Sell
104,234
-29,679
-22% -$1.82M 0.06% 325
2015
Q3 		$8.09M Sell
133,913
-1,058
-0.8% -$75.2K 0.1% 226
2015
Q2 		$10.5M Sell
134,971
-518
-0.4% -$44.8K 0.12% 200
2015
Q1 		$12.8M Buy
135,489
+12,484
+10% +$1.02M 0.16% 161
2014
Q4 		$10.1M Buy
123,005
+41,158
+50% +$3.58M 0.15% 162
2014
Q3 		$8.3M Sell
81,847
-3,290
-4% -$355K 0.14% 171
2014
Q2 		$9.32M Sell
85,137
-22,128
-21% -$2.25M 0.17% 154
2014
Q1 		$9.09M Buy
107,265
+48,234
+82% +$3.95M 0.19% 125
2013
Q4 		$4.68M Buy
59,031
+42,629
+260% +$3.82M 0.16% 151
2013
Q3 		$1.52M Buy
16,402
+773
+5% +$70.3K 0.05% 291
2013
Q2 		$1.34M Buy
+15,629
New +$1.35M 0.04% 367

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 $1.35B AUM 37.16% 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

United Capital Financial Advisors's APC Position: Q3 2019 in Review

United Capital Financial Advisors sold out of Anadarko Petroleum (APC) in Q3 2019, closing a stake of 29,909 shares — an estimated $2.11M sold.

United Capital Financial Advisors first reported a position in APC in Q2 2013 and held it in 25 quarters. The position peaked at $12.8M in Q1 2015. 8 funds tracked by Wall St. Rank hold APC as of Q3 2019.

  • United Capital Financial Advisors reported no remaining Anadarko Petroleum position as of Q3 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 29,909 Anadarko Petroleum shares in Q3 2019, an estimated $2.11M.
  • United Capital Financial Advisors first reported a position in Anadarko Petroleum in Q2 2013 and held it in 25 quarters.
  • United Capital Financial Advisors's Anadarko Petroleum position peaked at $12.8M in Q1 2015.
  • 8 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q3 2019.

Based on United Capital Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.