CPIG
ANDV

Chicago Partners Investment Group’s Andeavor ANDV Stock Holding History

Chicago Partners Investment Group’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
-33
Closed -$5K – 1087
2018
Q3 		$5K Sell
33
-7,942
-100% -$1.17M ﹤0.01% 934
2018
Q2 		$1.05M Buy
7,975
+21
+0.3% +$2.77K 0.16% 102
2018
Q1 		$800K Sell
7,954
-241
-3% -$25.1K 0.14% 110
2017
Q4 		$937K Sell
8,195
-180
-2% -$19.4K 0.15% 106
2017
Q3 		$864K Buy
8,375
+6,163
+279% +$607K 0.15% 108
2017
Q2 		$207K Buy
+2,212
New +$187K 0.05% 192

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

Chicago Partners Investment Group's ANDV Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of Andeavor (ANDV) in Q4 2018, closing a stake of 33 shares — an estimated $5K sold.

Chicago Partners Investment Group first reported a position in ANDV in Q2 2017 and held it in 6 quarters. The position peaked at $1.05M in Q2 2018. 4 funds tracked by Wall St. Rank hold ANDV as of Q4 2018.

  • Chicago Partners Investment Group reported no remaining Andeavor position as of Q4 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 33 Andeavor shares in Q4 2018, an estimated $5K.
  • Chicago Partners Investment Group first reported a position in Andeavor in Q2 2017 and held it in 6 quarters.
  • Chicago Partners Investment Group's Andeavor position peaked at $1.05M in Q2 2018.
  • 4 funds tracked by Wall St. Rank held Andeavor as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.