BWM
ANDV

BerganKDV Wealth Management’s Andeavor ANDV Stock Holding History

BerganKDV 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
-376
Closed -$58K – 731
2018
Q3 		$58K Buy
+376
New +$55.5K 0.01% 302

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

BerganKDV Wealth Management's ANDV Position: Q4 2018 in Review

BerganKDV Wealth Management sold out of Andeavor (ANDV) in Q4 2018, closing a stake of 376 shares — an estimated $58K sold.

BerganKDV Wealth Management first reported a position in ANDV in Q3 2018 and held it in 1 quarter. The position peaked at $58K in Q3 2018. 4 funds tracked by Wall St. Rank hold ANDV as of Q4 2018.

  • BerganKDV Wealth Management reported no remaining Andeavor position as of Q4 2018 after selling out during the quarter.
  • BerganKDV Wealth Management sold 376 Andeavor shares in Q4 2018, an estimated $58K.
  • BerganKDV Wealth Management first reported a position in Andeavor in Q3 2018 and held it in 1 quarter.
  • BerganKDV Wealth Management's Andeavor position peaked at $58K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Andeavor as of Q4 2018.

Based on BerganKDV Wealth Management's 13F filing for Q4 2018, filed 1 Feb 2019.