WP
APC

WealthPLAN Partners’s Anadarko Petroleum APC Stock Holding History

WealthPLAN Partners’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
Q2 		– Sell
-150
Closed -$9.43K – 472
2017
Q1 		$9.43K Buy
+150
New +$9.98K 0.03% 279
2016
Q3 		$143K Buy
2,258
+8
+0.4% +$446 0.05% 188
2016
Q2 		$60K Buy
+2,250
New +$114K 0.01% 828
2015
Q4 		$54.7K Buy
+3,372
New +$207K 0.01% 594
2015
Q2 		$116K Sell
1,481
-100
-6% -$8.66K 0.05% 112
2015
Q1 		$130K Buy
+1,581
New +$129K 0.06% 152

Other funds holding APC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

WealthPLAN Partners's APC Position: Q2 2017 in Review

WealthPLAN Partners sold out of Anadarko Petroleum (APC) in Q2 2017, closing a stake of 150 shares — an estimated $9.43K sold.

WealthPLAN Partners first reported a position in APC in Q1 2015 and held it in 6 quarters. The position peaked at $143K in Q3 2016. 758 funds tracked by Wall St. Rank hold APC as of Q2 2017.

  • WealthPLAN Partners reported no remaining Anadarko Petroleum position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 150 Anadarko Petroleum shares in Q2 2017, an estimated $9.43K.
  • WealthPLAN Partners first reported a position in Anadarko Petroleum in Q1 2015 and held it in 6 quarters.
  • WealthPLAN Partners's Anadarko Petroleum position peaked at $143K in Q3 2016.
  • 758 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.