AIA
ANDX

Avalon Investment & Advisory’s Andeavor Logistics LP ANDX Stock Holding History

Avalon Investment & Advisory’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
2017
Q3 		– Sell
-4,082
Closed -$211K – 416
2017
Q2 		$211K Buy
4,082
+242
+6% +$12.7K 0.01% 383
2017
Q1 		$209K Buy
+3,840
New +$213K 0.01% 346
2016
Q1 		– Sell
-4,232
Closed -$213K – 294
2015
Q4 		$213K Buy
+4,232
New +$215K 0.01% 246

Other funds holding ANDX

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Avalon Investment & Advisory's ANDX Position: Q3 2017 in Review

Avalon Investment & Advisory sold out of Andeavor Logistics LP (ANDX) in Q3 2017, closing a stake of 4,082 shares — an estimated $211K sold.

Avalon Investment & Advisory first reported a position in ANDX in Q4 2015 and held it in 3 quarters. The position peaked at $213K in Q4 2015. 156 funds tracked by Wall St. Rank hold ANDX as of Q3 2017.

  • Avalon Investment & Advisory reported no remaining Andeavor Logistics LP position as of Q3 2017 after selling out during the quarter.
  • Avalon Investment & Advisory sold 4,082 Andeavor Logistics LP shares in Q3 2017, an estimated $211K.
  • Avalon Investment & Advisory first reported a position in Andeavor Logistics LP in Q4 2015 and held it in 3 quarters.
  • Avalon Investment & Advisory's Andeavor Logistics LP position peaked at $213K in Q4 2015.
  • 156 funds tracked by Wall St. Rank held Andeavor Logistics LP as of Q3 2017.

Based on Avalon Investment & Advisory's 13F filing for Q3 2017, filed 14 Nov 2017.