Creative Planning’s Andeavor ANDV Stock Holding History

Creative Planning’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
2017 Q1	–	Sell	-3,000	Closed	-$32K	–	5057
2016 Q4	$32K	Buy	3,000 +2,000	+200%	+$170K	﹤0.01%	2751
2016 Q3	$7K	Buy	+1,000	New	+$77.1K	﹤0.01%	3757
2016 Q2	–	Sell	-1,000	Closed	-$13K	–	4624
2016 Q1	$13K	Sell	1,000 -13,300	-93%	-$1.14M	﹤0.01%	3078
2015 Q4	$5K	Buy	+14,300	New	+$1.54M	﹤0.01%	3727

Other funds holding ANDV

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Capital Innovations Pewaukee, Wisconsin $399K AUM

AWM

Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return

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

Creative Planning's ANDV Position: Q4 2018 in Review

Creative Planning sold out of Andeavor (ANDV) in Q4 2018, closing a stake of 29,988 shares — an estimated $4.6M sold.

Creative Planning first reported a position in ANDV in Q2 2013 and held it in 22 quarters. The position peaked at $4.6M in Q3 2018. 4 funds tracked by Wall St. Rank hold ANDV as of Q4 2018.

Creative Planning reported no remaining Andeavor position as of Q4 2018 after selling out during the quarter.
Creative Planning sold 29,988 Andeavor shares in Q4 2018, an estimated $4.6M.
Creative Planning first reported a position in Andeavor in Q2 2013 and held it in 22 quarters.
Creative Planning's Andeavor position peaked at $4.6M in Q3 2018.
4 funds tracked by Wall St. Rank held Andeavor as of Q4 2018.

Based on Creative Planning's 13F filing for Q4 2018, filed 1 Feb 2019.