BA
ANDV

BKS Advisors’s Andeavor ANDV Stock Holding History

BKS 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
-1,608
Closed -$246K – 233
2018
Q3 		$246K Hold
1,608
– – 0.09% 184
2018
Q2 		$211K Buy
+1,608
New +$212K 0.07% 212
2016
Q4 		– Sell
-1,500
Closed -$119K – 249
2016
Q3 		$119K Buy
+1,500
New +$116K 0.05% 211

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 $132M AUM 13.71% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return