WF
APC

Welch & Forbes’s Anadarko Petroleum APC Stock Holding History

Welch & Forbes’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
-29,675
Closed -$2.09M – 356
2019
Q2 		$2.09M Sell
29,675
-8,602
-22% -$577K 0.05% 162
2019
Q1 		$1.74M Sell
38,277
-34,157
-47% -$1.55M 0.04% 175
2018
Q4 		$3.17M Sell
72,434
-2,660
-4% -$150K 0.09% 137
2018
Q3 		$5.06M Buy
75,094
+940
+1% +$63.4K 0.12% 129
2018
Q2 		$5.43M Sell
74,154
-55
-0.1% -$3.73K 0.14% 124
2018
Q1 		$4.48M Sell
74,209
-150
-0.2% -$8.79K 0.12% 135
2017
Q4 		$3.99M Sell
74,359
-5,645
-7% -$278K 0.11% 132
2017
Q3 		$3.91M Buy
80,004
+4,130
+5% +$182K 0.1% 140
2017
Q2 		$3.44M Sell
75,874
-109
-0.1% -$5.78K 0.1% 137
2017
Q1 		$4.71M Buy
75,983
+7,449
+11% +$496K 0.13% 128
2016
Q4 		$4.78M Buy
+68,534
New +$4.46M 0.14% 127
2016
Q3 		– Sell
-60,085
Closed -$3.2M – 350
2016
Q2 		$3.2M Buy
60,085
+535
+0.9% +$27.1K 0.1% 133
2016
Q1 		$2.77M Sell
59,550
-3,828
-6% -$155K 0.09% 138
2015
Q4 		$3.08M Sell
63,378
-599
-0.9% -$36.7K 0.1% 135
2015
Q3 		$3.86M Sell
63,977
-2,190
-3% -$156K 0.13% 128
2015
Q2 		$5.17M Sell
66,167
-1,492
-2% -$129K 0.16% 125
2015
Q1 		$5.6M Sell
67,659
-499
-0.7% -$40.8K 0.17% 119
2014
Q4 		$5.62M Sell
68,158
-1,525
-2% -$133K 0.17% 119
2014
Q3 		$7.07M Buy
+69,683
New +$7.52M 0.22% 106
2014
Q2 		– Sell
-63,700
Closed -$5.4M – 351
2014
Q1 		$5.4M Buy
63,700
+41
+0.1% +$3.36K 0.17% 118
2013
Q4 		$5.05M Sell
63,659
-745
-1% -$66.8K 0.16% 120
2013
Q3 		$5.99M Sell
64,404
-1,047
-2% -$95.2K 0.2% 106
2013
Q2 		$5.63M Buy
+65,451
New +$5.63M 0.2% 107

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

Welch & Forbes's APC Position: Q3 2019 in Review

Welch & Forbes sold out of Anadarko Petroleum (APC) in Q3 2019, closing a stake of 29,675 shares — an estimated $2.09M sold.

Welch & Forbes first reported a position in APC in Q2 2013 and held it in 23 quarters. The position peaked at $7.07M in Q3 2014. 8 funds tracked by Wall St. Rank hold APC as of Q3 2019.

  • Welch & Forbes reported no remaining Anadarko Petroleum position as of Q3 2019 after selling out during the quarter.
  • Welch & Forbes sold 29,675 Anadarko Petroleum shares in Q3 2019, an estimated $2.09M.
  • Welch & Forbes first reported a position in Anadarko Petroleum in Q2 2013 and held it in 23 quarters.
  • Welch & Forbes's Anadarko Petroleum position peaked at $7.07M in Q3 2014.
  • 8 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q3 2019.

Based on Welch & Forbes's 13F filing for Q3 2019, filed 11 Oct 2019.