BCWM
ANDV

Bartlett & Co Wealth Management’s Andeavor ANDV Stock Holding History

Bartlett & Co 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
-149
Closed -$22.9K – 733
2018
Q3 		$22.9K Hold
149
– – ﹤0.01% 527
2018
Q2 		$19.5K Sell
149
-125
-46% -$16.5K ﹤0.01% 527
2018
Q1 		$27.6K Buy
+274
New +$28.6K ﹤0.01% 493

Other funds holding ANDV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CI
Capital Innovations Pewaukee, Wisconsin $399K AUM
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return