WMS Partners’s Anadarko Petroleum APC Stock Holding History

WMS Partners’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
2014 Q4	–	Sell	-1,980	Closed	-$201K	–	253
2014 Q3	$201K	Hold	1,980	–	–	0.03%	229
2014 Q2	$217K	Buy	+1,980	New	+$202K	0.03%	227

Other funds holding APC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WMS Partners's APC Position: Q4 2014 in Review

WMS Partners sold out of Anadarko Petroleum (APC) in Q4 2014, closing a stake of 1,980 shares — an estimated $201K sold.

WMS Partners first reported a position in APC in Q2 2014 and held it in 2 quarters. The position peaked at $217K in Q2 2014. 893 funds tracked by Wall St. Rank hold APC as of Q4 2014.

WMS Partners reported no remaining Anadarko Petroleum position as of Q4 2014 after selling out during the quarter.
WMS Partners sold 1,980 Anadarko Petroleum shares in Q4 2014, an estimated $201K.
WMS Partners first reported a position in Anadarko Petroleum in Q2 2014 and held it in 2 quarters.
WMS Partners's Anadarko Petroleum position peaked at $217K in Q2 2014.
893 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q4 2014.

Based on WMS Partners's 13F filing for Q4 2014, filed 13 Feb 2015.