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 $113B AUM 34.64% 1-Year Est. Return
CI
Capital Innovations Pewaukee, Wisconsin $385M AUM
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Bartlett & Co Wealth Management's ANDV Position: Q4 2018 in Review

Bartlett & Co Wealth Management sold out of Andeavor (ANDV) in Q4 2018, closing a stake of 149 shares — an estimated $22.9K sold.

Bartlett & Co Wealth Management first reported a position in ANDV in Q1 2018 and held it in 3 quarters. The position peaked at $27.6K in Q1 2018. 4 funds tracked by Wall St. Rank hold ANDV as of Q4 2018.

  • Bartlett & Co Wealth Management reported no remaining Andeavor position as of Q4 2018 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 149 Andeavor shares in Q4 2018, an estimated $22.9K.
  • Bartlett & Co Wealth Management first reported a position in Andeavor in Q1 2018 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's Andeavor position peaked at $27.6K in Q1 2018.
  • 4 funds tracked by Wall St. Rank held Andeavor as of Q4 2018.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2024.