VFA
APC

Valeo Financial Advisors’s Anadarko Petroleum APC Stock Holding History

Valeo 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
-276
Closed -$20K – 1734
2019
Q2 		$20K Sell
276
-65
-19% -$4.36K ﹤0.01% 854
2019
Q1 		$16K Sell
341
-464
-58% -$21K ﹤0.01% 851
2018
Q4 		$35K Sell
805
-159
-16% -$8.97K ﹤0.01% 586
2018
Q3 		$52K Buy
964
+66
+7% +$4.46K 0.01% 541
2018
Q2 		$60K Sell
898
-953
-51% -$64.6K 0.01% 505
2018
Q1 		$112K Buy
1,851
+1,002
+118% +$58.7K 0.02% 348
2017
Q4 		$46K Buy
849
+651
+329% +$32K 0.01% 484
2017
Q3 		$10K Buy
+198
New +$8.73K ﹤0.01% 706

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

Valeo Financial Advisors's APC Position: Q3 2019 in Review

Valeo Financial Advisors sold out of Anadarko Petroleum (APC) in Q3 2019, closing a stake of 276 shares — an estimated $20K sold.

Valeo Financial Advisors first reported a position in APC in Q3 2017 and held it in 8 quarters. The position peaked at $112K in Q1 2018. 8 funds tracked by Wall St. Rank hold APC as of Q3 2019.

  • Valeo Financial Advisors reported no remaining Anadarko Petroleum position as of Q3 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 276 Anadarko Petroleum shares in Q3 2019, an estimated $20K.
  • Valeo Financial Advisors first reported a position in Anadarko Petroleum in Q3 2017 and held it in 8 quarters.
  • Valeo Financial Advisors's Anadarko Petroleum position peaked at $112K in Q1 2018.
  • 8 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q3 2019.

Based on Valeo Financial Advisors's 13F filing for Q3 2019, filed 15 Oct 2019.