WA
APC

Waverly Advisors’s Anadarko Petroleum APC Stock Holding History

Waverly 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
2017
Q1 		– Sell
-2,925
Closed -$204K – 218
2016
Q4 		$204K Buy
+2,925
New +$190K 0.08% 112
2015
Q1 		– Sell
-500
Closed -$41K – 445
2014
Q4 		$41K Buy
500
+278
+125% +$24.2K 0.02% 140
2014
Q3 		$23K Sell
222
-45
-17% -$4.85K 0.01% 321
2014
Q2 		$29K Hold
267
– – 0.01% 291
2014
Q1 		$23K Sell
267
-57
-18% -$4.67K 0.01% 301
2013
Q4 		$26K Buy
324
+121
+60% +$10.8K 0.01% 419
2013
Q3 		$19K Buy
+203
New +$18.5K 0.01% 361

Other funds holding APC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Waverly Advisors's APC Position: Q1 2017 in Review

Waverly Advisors sold out of Anadarko Petroleum (APC) in Q1 2017, closing a stake of 2,925 shares — an estimated $204K sold.

Waverly Advisors first reported a position in APC in Q3 2013 and held it in 7 quarters. The position peaked at $204K in Q4 2016. 863 funds tracked by Wall St. Rank hold APC as of Q1 2017.

  • Waverly Advisors reported no remaining Anadarko Petroleum position as of Q1 2017 after selling out during the quarter.
  • Waverly Advisors sold 2,925 Anadarko Petroleum shares in Q1 2017, an estimated $204K.
  • Waverly Advisors first reported a position in Anadarko Petroleum in Q3 2013 and held it in 7 quarters.
  • Waverly Advisors's Anadarko Petroleum position peaked at $204K in Q4 2016.
  • 863 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q1 2017.

Based on Waverly Advisors's 13F filing for Q1 2017, filed 8 May 2017.