CWM
ANDX

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

Cornerstone Wealth Management’s Portfolio ANDX Stock Details ANDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-16,467
Closed -$332K – 1286
2018
Q3 		$332K Buy
16,467
+3,338
+25% +$157K ﹤0.01% 1034
2018
Q2 		$312K Buy
+13,129
New +$587K ﹤0.01% 1174

Other funds holding ANDX

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Cornerstone Wealth Management's ANDX Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Andeavor Logistics LP (ANDX) in Q4 2018, closing a stake of 16,467 shares — an estimated $332K sold.

Cornerstone Wealth Management first reported a position in ANDX in Q2 2018 and held it in 2 quarters. The position peaked at $332K in Q3 2018. 158 funds tracked by Wall St. Rank hold ANDX as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Andeavor Logistics LP position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 16,467 Andeavor Logistics LP shares in Q4 2018, an estimated $332K.
  • Cornerstone Wealth Management first reported a position in Andeavor Logistics LP in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Andeavor Logistics LP position peaked at $332K in Q3 2018.
  • 158 funds tracked by Wall St. Rank held Andeavor Logistics LP as of Q4 2018.

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