Atria Investments’s Andeavor ANDV Stock Holding History

Atria Investments’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 Q4	–	Sell	-1,468	Closed	-$225K	–	1059
2018 Q3	$225K	Sell	1,468 -626	-30%	-$92.4K	0.01%	890
2018 Q2	$275K	Buy	+2,094	New	+$276K	0.01%	764
2018 Q1	–	Sell	-2,193	Closed	-$251K	–	931
2017 Q4	$251K	Sell	2,193 -239	-10%	-$25.7K	0.01%	713
2017 Q3	$251K	Buy	+2,432	New	+$239K	0.01%	668

Other funds holding ANDV

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Capital Innovations Pewaukee, Wisconsin $385M AUM

AWM

Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Atria Investments's ANDV Position: Q4 2018 in Review

Atria Investments sold out of Andeavor (ANDV) in Q4 2018, closing a stake of 1,468 shares — an estimated $225K sold.

Atria Investments first reported a position in ANDV in Q3 2017 and held it in 4 quarters. The position peaked at $275K in Q2 2018. 4 funds tracked by Wall St. Rank hold ANDV as of Q4 2018.

Atria Investments reported no remaining Andeavor position as of Q4 2018 after selling out during the quarter.
Atria Investments sold 1,468 Andeavor shares in Q4 2018, an estimated $225K.
Atria Investments first reported a position in Andeavor in Q3 2017 and held it in 4 quarters.
Atria Investments's Andeavor position peaked at $275K in Q2 2018.
4 funds tracked by Wall St. Rank held Andeavor as of Q4 2018.

Based on Atria Investments's 13F filing for Q4 2018, filed 12 Feb 2019.