WT
APC

Whittier Trust’s Anadarko Petroleum APC Stock Holding History

Whittier Trust’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
-6,987
Closed -$493K – 1630
2019
Q2 		$493K Sell
6,987
-180
-3% -$12.1K 0.01% 390
2019
Q1 		$326K Sell
7,167
-4,421
-38% -$200K 0.01% 452
2018
Q4 		$508K Sell
11,588
-4,150
-26% -$234K 0.02% 365
2018
Q3 		$1.06M Hold
15,738
– – 0.03% 272
2018
Q2 		$1.15M Hold
15,738
– – 0.04% 262
2018
Q1 		$951K Buy
15,738
+5,744
+57% +$337K 0.03% 288
2017
Q4 		$536K Sell
9,994
-1,972
-16% -$97K 0.02% 356
2017
Q3 		$585K Hold
11,966
– – 0.02% 338
2017
Q2 		$543K Hold
11,966
– – 0.02% 330
2017
Q1 		$742K Sell
11,966
-38
-0.3% -$2.53K 0.03% 297
2016
Q4 		$837K Sell
12,004
-360
-3% -$23.4K 0.04% 275
2016
Q3 		$784K Hold
12,364
– – 0.03% 291
2016
Q2 		$658K Sell
12,364
-1,309
-10% -$66.4K 0.03% 309
2016
Q1 		$637K Sell
13,673
-5,928
-30% -$241K 0.03% 316
2015
Q4 		$953K Buy
19,601
+6,616
+51% +$405K 0.04% 271
2015
Q3 		$784K Sell
12,985
-1,380
-10% -$98K 0.04% 281
2015
Q2 		$1.12M Hold
14,365
– – 0.05% 256
2015
Q1 		$1.19M Buy
14,365
+164
+1% +$13.4K 0.05% 240
2014
Q4 		$1.17M Sell
14,201
-1,000
-7% -$87.1K 0.06% 239
2014
Q3 		$1.54M Hold
15,201
– – 0.08% 195
2014
Q2 		$1.66M Hold
15,201
– – 0.08% 189
2014
Q1 		$1.29M Hold
15,201
– – 0.07% 203
2013
Q4 		$1.21M Hold
15,201
– – 0.06% 213
2013
Q3 		$1.41M Hold
15,201
– – 0.08% 188
2013
Q2 		$1.31M Buy
+15,201
New +$1.31M 0.07% 185

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

Whittier Trust's APC Position: Q3 2019 in Review

Whittier Trust sold out of Anadarko Petroleum (APC) in Q3 2019, closing a stake of 6,987 shares — an estimated $493K sold.

Whittier Trust first reported a position in APC in Q2 2013 and held it in 25 quarters. The position peaked at $1.66M in Q2 2014. 8 funds tracked by Wall St. Rank hold APC as of Q3 2019.

  • Whittier Trust reported no remaining Anadarko Petroleum position as of Q3 2019 after selling out during the quarter.
  • Whittier Trust sold 6,987 Anadarko Petroleum shares in Q3 2019, an estimated $493K.
  • Whittier Trust first reported a position in Anadarko Petroleum in Q2 2013 and held it in 25 quarters.
  • Whittier Trust's Anadarko Petroleum position peaked at $1.66M in Q2 2014.
  • 8 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q3 2019.

Based on Whittier Trust's 13F filing for Q3 2019, filed 18 Oct 2019.