WSA
APC

Willow Street Advisors’s Anadarko Petroleum APC Stock Holding History

Willow Street 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
2013
Q4 		$460K Hold
5,800
– – 0.26% 100
2013
Q3 		$539K Buy
5,800
+750
+15% +$68.2K 0.33% 86
2013
Q2 		$498K Buy
+5,050
New +$435K 0.32% 87

Other funds holding APC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Willow Street Advisors's APC Position: Q4 2013 in Review

Willow Street Advisors held its Anadarko Petroleum (APC) position steady in Q4 2013 at 5,800 shares worth $460K. The position accounts for 0.26% of the portfolio, ranked #100.

Willow Street Advisors first reported a position in APC in Q2 2013 and has held it in 3 quarters since. The position peaked at $539K in Q3 2013. 884 funds tracked by Wall St. Rank hold APC as of Q4 2013.

  • Willow Street Advisors held 5,800 shares of Anadarko Petroleum worth $460K as of Q4 2013.
  • Willow Street Advisors left its Anadarko Petroleum share count unchanged in Q4 2013.
  • Anadarko Petroleum made up 0.26% of Willow Street Advisors's portfolio in Q4 2013, its #100 holding.
  • Willow Street Advisors first reported a position in Anadarko Petroleum in Q2 2013 and has held it in 3 quarters since.
  • Willow Street Advisors's Anadarko Petroleum position peaked at $539K in Q3 2013.
  • 884 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q4 2013.

Based on Willow Street Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.