CA
ANDX

Cumberland Advisors’s Andeavor Logistics LP ANDX Stock Holding History

Cumberland Advisors’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
2017
Q1 		– Sell
-315
Closed -$16K – 51
2016
Q4 		$16K Hold
315
– – 0.01% 46
2016
Q3 		$15K Hold
315
– – 0.01% 45
2016
Q2 		$16K Hold
315
– – 0.01% 40
2016
Q1 		$14K Hold
315
– – 0.01% 38
2015
Q4 		$16K Sell
315
-201
-39% -$10.2K 0.01% 40
2015
Q3 		$23K Sell
516
-184
-26% -$9.52K 0.01% 34
2015
Q2 		$40K Hold
700
– – 0.02% 48
2015
Q1 		$38K Hold
700
– – 0.02% 54
2014
Q4 		$41K Buy
700
+100
+17% +$5.82K 0.02% 56
2014
Q3 		$42K Buy
600
+200
+50% +$14K 0.03% 52
2014
Q2 		$29K Buy
+400
New +$27.1K 0.02% 38

Other funds holding ANDX

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 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 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Cumberland Advisors's ANDX Position: Q1 2017 in Review

Cumberland Advisors sold out of Andeavor Logistics LP (ANDX) in Q1 2017, closing a stake of 315 shares — an estimated $16K sold.

Cumberland Advisors first reported a position in ANDX in Q2 2014 and held it in 11 quarters. The position peaked at $42K in Q3 2014. 159 funds tracked by Wall St. Rank hold ANDX as of Q1 2017.

  • Cumberland Advisors reported no remaining Andeavor Logistics LP position as of Q1 2017 after selling out during the quarter.
  • Cumberland Advisors sold 315 Andeavor Logistics LP shares in Q1 2017, an estimated $16K.
  • Cumberland Advisors first reported a position in Andeavor Logistics LP in Q2 2014 and held it in 11 quarters.
  • Cumberland Advisors's Andeavor Logistics LP position peaked at $42K in Q3 2014.
  • 159 funds tracked by Wall St. Rank held Andeavor Logistics LP as of Q1 2017.

Based on Cumberland Advisors's 13F filing for Q1 2017, filed 4 Apr 2017.