AWMS
ANDV

Advocacy Wealth Management Services’s Andeavor ANDV Stock Holding History

Advocacy Wealth Management Services’s Portfolio ANDV Stock Details ANDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-93
Closed -$12K – 177
2018
Q2 		$12K Hold
93
– – 0.01% 122
2018
Q1 		$9K Hold
93
– – 0.01% 157
2017
Q4 		$11K Sell
93
-15
-14% -$1.61K 0.01% 154
2017
Q3 		$11K Hold
108
– – ﹤0.01% 189
2017
Q2 		$10K Buy
+108
New +$9.11K ﹤0.01% 192

Other funds holding ANDV

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Advocacy Wealth Management Services's ANDV Position: Q3 2018 in Review

Advocacy Wealth Management Services sold out of Andeavor (ANDV) in Q3 2018, closing a stake of 93 shares — an estimated $12K sold.

Advocacy Wealth Management Services first reported a position in ANDV in Q2 2017 and held it in 5 quarters. The position peaked at $12K in Q2 2018. 539 funds tracked by Wall St. Rank hold ANDV as of Q3 2018.

  • Advocacy Wealth Management Services reported no remaining Andeavor position as of Q3 2018 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 93 Andeavor shares in Q3 2018, an estimated $12K.
  • Advocacy Wealth Management Services first reported a position in Andeavor in Q2 2017 and held it in 5 quarters.
  • Advocacy Wealth Management Services's Andeavor position peaked at $12K in Q2 2018.
  • 539 funds tracked by Wall St. Rank held Andeavor as of Q3 2018.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2018, filed 9 Oct 2018.