1IA
ANDX

1834 Investment Advisors’s Andeavor Logistics LP ANDX Stock Holding History

1834 Investment Advisors’s Portfolio ANDX Stock Details ANDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-700
Closed -$23K – 437
2018
Q4 		$23K Sell
700
-1,800
-72% -$71.6K ﹤0.01% 316
2018
Q3 		$121K Buy
2,500
+100
+4% +$4.69K 0.02% 225
2018
Q2 		$102K Hold
2,400
– – 0.02% 226
2018
Q1 		$108K Buy
2,400
+150
+7% +$7.32K 0.02% 212
2017
Q4 		$104K Buy
+2,250
New +$104K 0.02% 234

Other funds holding ANDX

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

1834 Investment Advisors's ANDX Position: Q1 2019 in Review

1834 Investment Advisors sold out of Andeavor Logistics LP (ANDX) in Q1 2019, closing a stake of 700 shares — an estimated $23K sold.

1834 Investment Advisors first reported a position in ANDX in Q4 2017 and held it in 5 quarters. The position peaked at $121K in Q3 2018. 156 funds tracked by Wall St. Rank hold ANDX as of Q1 2019.

  • 1834 Investment Advisors reported no remaining Andeavor Logistics LP position as of Q1 2019 after selling out during the quarter.
  • 1834 Investment Advisors sold 700 Andeavor Logistics LP shares in Q1 2019, an estimated $23K.
  • 1834 Investment Advisors first reported a position in Andeavor Logistics LP in Q4 2017 and held it in 5 quarters.
  • 1834 Investment Advisors's Andeavor Logistics LP position peaked at $121K in Q3 2018.
  • 156 funds tracked by Wall St. Rank held Andeavor Logistics LP as of Q1 2019.

Based on 1834 Investment Advisors's 13F filing for Q1 2019, filed 24 Apr 2019.