BerganKDV Wealth Management’s Andeavor Logistics LP ANDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-100
Closed -$4K 765
2019
Q2
$4K Hold
100
﹤0.01% 625
2019
Q1
$4K Buy
100
+25
+33% +$887 ﹤0.01% 627
2018
Q4
$2K Buy
+75
New +$2.98K ﹤0.01% 632

Other funds holding ANDX

BerganKDV Wealth Management's ANDX Position: Q3 2019 in Review

BerganKDV Wealth Management sold out of Andeavor Logistics LP (ANDX) in Q3 2019, closing a stake of 100 shares — an estimated $4K sold.

BerganKDV Wealth Management first reported a position in ANDX in Q4 2018 and held it in 3 quarters. The position peaked at $4K in Q2 2019. 1 fund tracked by Wall St. Rank holds ANDX as of Q3 2019.

  • BerganKDV Wealth Management reported no remaining Andeavor Logistics LP position as of Q3 2019 after selling out during the quarter.
  • BerganKDV Wealth Management sold 100 Andeavor Logistics LP shares in Q3 2019, an estimated $4K.
  • BerganKDV Wealth Management first reported a position in Andeavor Logistics LP in Q4 2018 and held it in 3 quarters.
  • BerganKDV Wealth Management's Andeavor Logistics LP position peaked at $4K in Q2 2019.
  • 1 fund tracked by Wall St. Rank held Andeavor Logistics LP as of Q3 2019.

Based on BerganKDV Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.