Avitas Wealth Management’s Andeavor ANDV Stock Holding History

Avitas Wealth Management’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	-22,047	Closed	-$3.38M	–	195
2018 Q3	$3.38M	Buy	22,047 +840	+4%	+$124K	0.96%	35
2018 Q2	$2.78M	Buy	+21,207	New	+$2.79M	0.87%	48

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

Avitas Wealth Management's ANDV Position: Q4 2018 in Review

Avitas Wealth Management sold out of Andeavor (ANDV) in Q4 2018, closing a stake of 22,047 shares — an estimated $3.38M sold.

Avitas Wealth Management first reported a position in ANDV in Q2 2018 and held it in 2 quarters. The position peaked at $3.38M in Q3 2018. 4 funds tracked by Wall St. Rank hold ANDV as of Q4 2018.

Avitas Wealth Management reported no remaining Andeavor position as of Q4 2018 after selling out during the quarter.
Avitas Wealth Management sold 22,047 Andeavor shares in Q4 2018, an estimated $3.38M.
Avitas Wealth Management first reported a position in Andeavor in Q2 2018 and held it in 2 quarters.
Avitas Wealth Management's Andeavor position peaked at $3.38M in Q3 2018.
4 funds tracked by Wall St. Rank held Andeavor as of Q4 2018.

Based on Avitas Wealth Management's 13F filing for Q4 2018, filed 8 Feb 2019.