WAM
APC

Wealthspire Advisors (Maryland)’s Anadarko Petroleum APC Stock Holding History

Wealthspire Advisors (Maryland)’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
-5,016
Closed -$354K – 497
2019
Q2 		$354K Sell
5,016
-4,100
-45% -$275K 0.03% 315
2019
Q1 		$415K Buy
9,116
+2,188
+32% +$99.2K 0.03% 288
2018
Q4 		$304K Sell
6,928
-1,659
-19% -$93.6K 0.03% 321
2018
Q3 		$579K Buy
8,587
+60
+0.7% +$4.05K 0.05% 216
2018
Q2 		$625K Sell
8,527
-382
-4% -$25.9K 0.06% 195
2018
Q1 		$538K Sell
8,909
-1,008
-10% -$59.1K 0.05% 229
2017
Q4 		$532K Buy
9,917
+1,511
+18% +$74.3K 0.05% 242
2017
Q3 		$411K Buy
8,406
+929
+12% +$41K 0.04% 278
2017
Q2 		$339K Buy
7,477
+1,014
+16% +$53.8K 0.04% 318
2017
Q1 		$401K Buy
6,463
+1,185
+22% +$78.8K 0.06% 227
2016
Q4 		$368K Buy
5,278
+1,250
+31% +$81.3K 0.06% 234
2016
Q3 		$255K Buy
4,028
+1,414
+54% +$78.8K 0.04% 315
2016
Q2 		$139K Sell
2,614
-160
-6% -$8.11K 0.02% 467
2016
Q1 		$129K Sell
2,774
-259
-9% -$10.5K 0.02% 469
2015
Q4 		$147K Buy
+3,033
New +$186K 0.03% 443

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

Wealthspire Advisors (Maryland)'s APC Position: Q3 2019 in Review

Wealthspire Advisors (Maryland) sold out of Anadarko Petroleum (APC) in Q3 2019, closing a stake of 5,016 shares — an estimated $354K sold.

Wealthspire Advisors (Maryland) first reported a position in APC in Q4 2015 and held it in 15 quarters. The position peaked at $625K in Q2 2018. 8 funds tracked by Wall St. Rank hold APC as of Q3 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Anadarko Petroleum position as of Q3 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 5,016 Anadarko Petroleum shares in Q3 2019, an estimated $354K.
  • Wealthspire Advisors (Maryland) first reported a position in Anadarko Petroleum in Q4 2015 and held it in 15 quarters.
  • Wealthspire Advisors (Maryland)'s Anadarko Petroleum position peaked at $625K in Q2 2018.
  • 8 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q3 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2019, filed 13 Nov 2019.