BIG
ANDX

Bellwether Investment Group’s Andeavor Logistics LP ANDX Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-164
Closed -$9K – 726
2017
Q1 		$9K Hold
164
– – 0.02% 531
2016
Q4 		$8K Buy
+164
New +$7.75K 0.01% 709
2016
Q2 		$8K Buy
+164
New +$7.72K 0.01% 445

Other funds holding ANDX

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bellwether Investment Group's ANDX Position: Q2 2017 in Review

Bellwether Investment Group sold out of Andeavor Logistics LP (ANDX) in Q2 2017, closing a stake of 164 shares — an estimated $9K sold.

Bellwether Investment Group first reported a position in ANDX in Q2 2016 and held it in 3 quarters. The position peaked at $9K in Q1 2017. 156 funds tracked by Wall St. Rank hold ANDX as of Q2 2017.

  • Bellwether Investment Group reported no remaining Andeavor Logistics LP position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 164 Andeavor Logistics LP shares in Q2 2017, an estimated $9K.
  • Bellwether Investment Group first reported a position in Andeavor Logistics LP in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Andeavor Logistics LP position peaked at $9K in Q1 2017.
  • 156 funds tracked by Wall St. Rank held Andeavor Logistics LP as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.