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YHB Investment Advisors’s APA Corp APA Stock Holding History

YHB Investment Advisors’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
2015
Q3 		– Sell
-3,700
Closed -$213K – 161
2015
Q2 		$213K Sell
3,700
-125
-3% -$7.87K 0.05% 161
2015
Q1 		$231K Sell
3,825
-17,049
-82% -$1.07M 0.05% 158
2014
Q4 		$1.31M Sell
20,874
-12,745
-38% -$907K 0.3% 90
2014
Q3 		$3.16M Buy
33,619
+145
+0.4% +$14.4K 0.76% 49
2014
Q2 		$3.37M Sell
33,474
-1,548
-4% -$140K 0.81% 45
2014
Q1 		$2.9M Sell
35,022
-13,030
-27% -$1.07M 0.74% 50
2013
Q4 		$4.13M Sell
48,052
-88
-0.2% -$7.83K 1.11% 31
2013
Q3 		$4.1M Buy
48,140
+2,940
+7% +$244K 1.21% 28
2013
Q2 		$3.79M Buy
+45,200
New +$3.59M 1.18% 30

Other funds holding APA

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

YHB Investment Advisors's APA Position: Q3 2015 in Review

YHB Investment Advisors sold out of APA Corp (APA) in Q3 2015, closing a stake of 3,700 shares — an estimated $213K sold.

YHB Investment Advisors first reported a position in APA in Q2 2013 and held it in 9 quarters. The position peaked at $4.13M in Q4 2013. 726 funds tracked by Wall St. Rank hold APA as of Q3 2015.

  • YHB Investment Advisors reported no remaining APA Corp position as of Q3 2015 after selling out during the quarter.
  • YHB Investment Advisors sold 3,700 APA Corp shares in Q3 2015, an estimated $213K.
  • YHB Investment Advisors first reported a position in APA Corp in Q2 2013 and held it in 9 quarters.
  • YHB Investment Advisors's APA Corp position peaked at $4.13M in Q4 2013.
  • 726 funds tracked by Wall St. Rank held APA Corp as of Q3 2015.

Based on YHB Investment Advisors's 13F filing for Q3 2015, filed 28 Oct 2015.