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Winch Advisory Services’s APA Corp APA Stock Holding History

Winch Advisory Services’s Portfolio APA Stock Details APA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-685
Closed -$33K – 291
2017
Q2 		$33K Buy
+685
New +$33.8K 0.02% 133
2017
Q1 		– Sell
-4,689
Closed -$298K – 289
2016
Q4 		$298K Buy
+4,689
New +$295K 0.21% 62

Other funds holding APA

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Winch Advisory Services's APA Position: Q3 2017 in Review

Winch Advisory Services sold out of APA Corp (APA) in Q3 2017, closing a stake of 685 shares — an estimated $33K sold.

Winch Advisory Services first reported a position in APA in Q4 2016 and held it in 2 quarters. The position peaked at $298K in Q4 2016. 713 funds tracked by Wall St. Rank hold APA as of Q3 2017.

  • Winch Advisory Services reported no remaining APA Corp position as of Q3 2017 after selling out during the quarter.
  • Winch Advisory Services sold 685 APA Corp shares in Q3 2017, an estimated $33K.
  • Winch Advisory Services first reported a position in APA Corp in Q4 2016 and held it in 2 quarters.
  • Winch Advisory Services's APA Corp position peaked at $298K in Q4 2016.
  • 713 funds tracked by Wall St. Rank held APA Corp as of Q3 2017.

Based on Winch Advisory Services's 13F filing for Q3 2017, filed 13 Nov 2017.