Carson Wealth (CWM LLC)
ANDV

Carson Wealth (CWM LLC)’s Andeavor ANDV Stock Holding History

Carson Wealth (CWM LLC)’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
-13
Closed -$2K – 2364
2018
Q3 		$2K Buy
+13
New +$1.92K ﹤0.01% 1594
2018
Q1 		– Sell
-60
Closed -$7K – 1617
2017
Q4 		$7K Hold
60
– – ﹤0.01% 1009
2017
Q3 		$6K Hold
60
– – ﹤0.01% 1052
2017
Q2 		$6K Hold
60
– – ﹤0.01% 870
2017
Q1 		$5K Sell
60
-21
-26% -$1.76K ﹤0.01% 883
2016
Q4 		$7K Sell
81
-59
-42% -$5.01K ﹤0.01% 807
2016
Q3 		$11K Buy
+140
New +$10.8K ﹤0.01% 690

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

Carson Wealth (CWM LLC)'s ANDV Position: Q4 2018 in Review

Carson Wealth (CWM LLC) sold out of Andeavor (ANDV) in Q4 2018, closing a stake of 13 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in ANDV in Q3 2016 and held it in 7 quarters. The position peaked at $11K in Q3 2016. 4 funds tracked by Wall St. Rank hold ANDV as of Q4 2018.

  • Carson Wealth (CWM LLC) reported no remaining Andeavor position as of Q4 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 13 Andeavor shares in Q4 2018, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in Andeavor in Q3 2016 and held it in 7 quarters.
  • Carson Wealth (CWM LLC)'s Andeavor position peaked at $11K in Q3 2016.
  • 4 funds tracked by Wall St. Rank held Andeavor as of Q4 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2018, filed 25 Jan 2019.