DCM
ANDV

Donaldson Capital Management’s Andeavor ANDV Stock Holding History

Donaldson Capital Management’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
-1,897
Closed -$291K – 207
2018
Q3 		$291K Buy
+1,897
New +$280K 0.03% 156

Other funds holding ANDV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CI
Capital Innovations Pewaukee, Wisconsin $399K AUM
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Donaldson Capital Management's ANDV Position: Q4 2018 in Review

Donaldson Capital Management sold out of Andeavor (ANDV) in Q4 2018, closing a stake of 1,897 shares — an estimated $291K sold.

Donaldson Capital Management first reported a position in ANDV in Q3 2018 and held it in 1 quarter. The position peaked at $291K in Q3 2018. 4 funds tracked by Wall St. Rank hold ANDV as of Q4 2018.

  • Donaldson Capital Management reported no remaining Andeavor position as of Q4 2018 after selling out during the quarter.
  • Donaldson Capital Management sold 1,897 Andeavor shares in Q4 2018, an estimated $291K.
  • Donaldson Capital Management first reported a position in Andeavor in Q3 2018 and held it in 1 quarter.
  • Donaldson Capital Management's Andeavor position peaked at $291K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Andeavor as of Q4 2018.

Based on Donaldson Capital Management's 13F filing for Q4 2018, filed 8 Feb 2019.