BRWM
ANDX

B. Riley Wealth Management’s Andeavor Logistics LP ANDX Stock Holding History

B. Riley Wealth Management’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
2015
Q3 		– Sell
-200
Closed -$11K – 891
2015
Q2 		$11K Buy
+200
New +$11.4K 0.01% 731
2015
Q1 		– Sell
-200
Closed -$11K – 1122
2014
Q4 		$11K Buy
+200
New +$11.6K 0.01% 721
2014
Q3 		– Sell
-150
Closed -$11K – 1193
2014
Q2 		$11K Sell
150
-1,050
-88% -$71.2K 0.01% 808
2014
Q1 		$72K Buy
+1,200
New +$68.9K 0.05% 383

Other funds holding ANDX

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 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
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

B. Riley Wealth Management's ANDX Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Andeavor Logistics LP (ANDX) in Q3 2015, closing a stake of 200 shares — an estimated $11K sold.

B. Riley Wealth Management first reported a position in ANDX in Q1 2014 and held it in 4 quarters. The position peaked at $72K in Q1 2014. 146 funds tracked by Wall St. Rank hold ANDX as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Andeavor Logistics LP position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 200 Andeavor Logistics LP shares in Q3 2015, an estimated $11K.
  • B. Riley Wealth Management first reported a position in Andeavor Logistics LP in Q1 2014 and held it in 4 quarters.
  • B. Riley Wealth Management's Andeavor Logistics LP position peaked at $72K in Q1 2014.
  • 146 funds tracked by Wall St. Rank held Andeavor Logistics LP as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.