WIA
APC

Wealthstreet Investment Advisors’s Anadarko Petroleum APC Stock Holding History

Wealthstreet Investment 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
-3,400
Closed -$240K – 350
2019
Q2 		$240K Buy
+3,400
New +$228K 0.03% 310
2018
Q4 		– Sell
-3,900
Closed -$263K – 355
2018
Q3 		$263K Sell
3,900
-635
-14% -$42.9K 0.03% 307
2018
Q2 		$332K Hold
4,535
– – 0.04% 277
2018
Q1 		$274K Hold
4,535
– – 0.03% 294
2017
Q4 		$243K Buy
+4,535
New +$223K 0.03% 304

Other funds holding APC

SLWS
Swaine & Leidel Wealth Services Sebring, Florida $130M 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 $385M AUM
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 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

Wealthstreet Investment Advisors's APC Position: Q3 2019 in Review

Wealthstreet Investment Advisors sold out of Anadarko Petroleum (APC) in Q3 2019, closing a stake of 3,400 shares — an estimated $240K sold.

Wealthstreet Investment Advisors first reported a position in APC in Q4 2017 and held it in 5 quarters. The position peaked at $332K in Q2 2018. 8 funds tracked by Wall St. Rank hold APC as of Q3 2019.

  • Wealthstreet Investment Advisors reported no remaining Anadarko Petroleum position as of Q3 2019 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 3,400 Anadarko Petroleum shares in Q3 2019, an estimated $240K.
  • Wealthstreet Investment Advisors first reported a position in Anadarko Petroleum in Q4 2017 and held it in 5 quarters.
  • Wealthstreet Investment Advisors's Anadarko Petroleum position peaked at $332K in Q2 2018.
  • 8 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q3 2019.

Based on Wealthstreet Investment Advisors's 13F filing for Q3 2019, filed 31 Oct 2019.