Creative Planning
ANDX

Creative Planning’s Andeavor Logistics LP ANDX Stock Holding History

Creative Planning’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
-10,669
Closed -$518K – 2186
2018
Q3 		$518K Sell
10,669
-1,315
-11% -$61.7K ﹤0.01% 1056
2018
Q2 		$510K Buy
11,984
+2,475
+26% +$111K ﹤0.01% 1063
2018
Q1 		$426K Buy
9,509
+1,300
+16% +$63.4K ﹤0.01% 1161
2017
Q4 		$379K Buy
8,209
+3,171
+63% +$147K ﹤0.01% 1233
2017
Q3 		$252K Buy
5,038
+2,698
+115% +$135K ﹤0.01% 1449
2017
Q2 		$121K Buy
2,340
+1,249
+114% +$65.6K ﹤0.01% 1854
2017
Q1 		$59K Buy
+1,091
New +$60.5K ﹤0.01% 2358
2016
Q4 		– Sell
-2,500
Closed -$121K – 4979
2016
Q3 		$121K Buy
+2,500
New +$119K ﹤0.01% 1723
2016
Q2 		– Sell
-766
Closed -$35K – 4613
2016
Q1 		$35K Buy
+766
New +$33.5K ﹤0.01% 2355
2015
Q2 		– Sell
-800
Closed -$43K – 3533
2015
Q1 		$43K Sell
800
-170
-18% -$9.37K ﹤0.01% 2128
2014
Q4 		$57K Buy
970
+170
+21% +$9.9K ﹤0.01% 1926
2014
Q3 		$57K Hold
800
– – ﹤0.01% 1837
2014
Q2 		$59K Hold
800
– – ﹤0.01% 1769
2014
Q1 		$48K Hold
800
– – ﹤0.01% 1830
2013
Q4 		$42K Hold
800
– – ﹤0.01% 1737
2013
Q3 		$46K Hold
800
– – ﹤0.01% 1568
2013
Q2 		$48K Buy
+800
New +$47K ﹤0.01% 1408

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

Creative Planning's ANDX Position: Q4 2018 in Review

Creative Planning sold out of Andeavor Logistics LP (ANDX) in Q4 2018, closing a stake of 10,669 shares — an estimated $518K sold.

Creative Planning first reported a position in ANDX in Q2 2013 and held it in 17 quarters. The position peaked at $518K in Q3 2018. 158 funds tracked by Wall St. Rank hold ANDX as of Q4 2018.

  • Creative Planning reported no remaining Andeavor Logistics LP position as of Q4 2018 after selling out during the quarter.
  • Creative Planning sold 10,669 Andeavor Logistics LP shares in Q4 2018, an estimated $518K.
  • Creative Planning first reported a position in Andeavor Logistics LP in Q2 2013 and held it in 17 quarters.
  • Creative Planning's Andeavor Logistics LP position peaked at $518K in Q3 2018.
  • 158 funds tracked by Wall St. Rank held Andeavor Logistics LP as of Q4 2018.

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