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
2018
Q4 		– Sell
-1,200
Closed -$68K – 1853
2018
Q3 		$68K Buy
+1,200
New +$81K 0.01% 487

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

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.