AA
ANDX

Ancora Advisors’s Andeavor Logistics LP ANDX Stock Holding History

Ancora 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
2018
Q4 		– Sell
-1,961
Closed -$95K – 1295
2018
Q3 		$95K Buy
+1,961
New +$92K ﹤0.01% 767
2017
Q4 		– Sell
-9,948
Closed -$498K – 694
2017
Q3 		$498K Hold
9,948
– – 0.03% 457
2017
Q2 		$514K Hold
9,948
– – 0.03% 417
2017
Q1 		$541K Hold
9,948
– – 0.04% 395
2016
Q4 		$505K Sell
9,948
-575
-5% -$27.2K 0.04% 396
2016
Q3 		$510K Hold
10,523
– – 0.05% 330
2016
Q2 		$521K Hold
10,523
– – 0.06% 310
2016
Q1 		$480K Buy
10,523
+561
+6% +$24.5K 0.06% 315
2015
Q4 		$501K Buy
9,962
+1,326
+15% +$67.3K 0.06% 296
2015
Q3 		$389K Hold
8,636
– – 0.05% 335
2015
Q2 		$493K Buy
+8,636
New +$494K 0.06% 322
2015
Q1 		– Sell
-8,636
Closed -$476K – 329
2014
Q4 		$508K Buy
8,636
+575
+7% +$33.5K 0.06% 315
2014
Q3 		$570K Buy
8,061
+145
+2% +$10.2K 0.07% 280
2014
Q2 		$581K Hold
7,916
– – 0.08% 279
2014
Q1 		$477K Buy
7,916
+170
+2% +$9.77K 0.07% 294
2013
Q4 		$405K Buy
7,746
+3,044
+65% +$161K 0.06% 287
2013
Q3 		$273K Hold
4,702
– – 0.05% 325
2013
Q2 		$284K Buy
+4,702
New +$276K 0.05% 323

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 21.71% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Ancora Advisors's ANDX Position: Q4 2018 in Review

Ancora Advisors sold out of Andeavor Logistics LP (ANDX) in Q4 2018, closing a stake of 1,961 shares — an estimated $95K sold.

Ancora Advisors first reported a position in ANDX in Q2 2013 and held it in 18 quarters. The position peaked at $581K in Q2 2014. 158 funds tracked by Wall St. Rank hold ANDX as of Q4 2018.

  • Ancora Advisors reported no remaining Andeavor Logistics LP position as of Q4 2018 after selling out during the quarter.
  • Ancora Advisors sold 1,961 Andeavor Logistics LP shares in Q4 2018, an estimated $95K.
  • Ancora Advisors first reported a position in Andeavor Logistics LP in Q2 2013 and held it in 18 quarters.
  • Ancora Advisors's Andeavor Logistics LP position peaked at $581K in Q2 2014.
  • 158 funds tracked by Wall St. Rank held Andeavor Logistics LP as of Q4 2018.

Based on Ancora Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.