BWA
ANDV

BDO Wealth Advisors’s Andeavor ANDV Stock Holding History

BDO Wealth Advisors’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
-100
Closed -$15K – 659
2018
Q3 		$15K Hold
100
– – ﹤0.01% 422
2018
Q2 		$13K Hold
100
– – ﹤0.01% 438
2018
Q1 		$10K Buy
+100
New +$10.4K ﹤0.01% 399

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

BDO Wealth Advisors's ANDV Position: Q4 2018 in Review

BDO Wealth Advisors sold out of Andeavor (ANDV) in Q4 2018, closing a stake of 100 shares — an estimated $15K sold.

BDO Wealth Advisors first reported a position in ANDV in Q1 2018 and held it in 3 quarters. The position peaked at $15K in Q3 2018. 4 funds tracked by Wall St. Rank hold ANDV as of Q4 2018.

  • BDO Wealth Advisors reported no remaining Andeavor position as of Q4 2018 after selling out during the quarter.
  • BDO Wealth Advisors sold 100 Andeavor shares in Q4 2018, an estimated $15K.
  • BDO Wealth Advisors first reported a position in Andeavor in Q1 2018 and held it in 3 quarters.
  • BDO Wealth Advisors's Andeavor position peaked at $15K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Andeavor as of Q4 2018.

Based on BDO Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.