DAS
ANDX

Dynamic Advisor Solutions’s Andeavor Logistics LP ANDX Stock Holding History

Dynamic Advisor Solutions’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
2019
Q1 		– Sell
-5,750
Closed -$208K – 459
2018
Q4 		$208K Buy
5,750
+1,525
+36% +$60.6K 0.04% 349
2018
Q3 		$205K Buy
+4,225
New +$198K 0.04% 370

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Dynamic Advisor Solutions's ANDX Position: Q1 2019 in Review

Dynamic Advisor Solutions sold out of Andeavor Logistics LP (ANDX) in Q1 2019, closing a stake of 5,750 shares — an estimated $208K sold.

Dynamic Advisor Solutions first reported a position in ANDX in Q3 2018 and held it in 2 quarters. The position peaked at $208K in Q4 2018. 156 funds tracked by Wall St. Rank hold ANDX as of Q1 2019.

  • Dynamic Advisor Solutions reported no remaining Andeavor Logistics LP position as of Q1 2019 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 5,750 Andeavor Logistics LP shares in Q1 2019, an estimated $208K.
  • Dynamic Advisor Solutions first reported a position in Andeavor Logistics LP in Q3 2018 and held it in 2 quarters.
  • Dynamic Advisor Solutions's Andeavor Logistics LP position peaked at $208K in Q4 2018.
  • 156 funds tracked by Wall St. Rank held Andeavor Logistics LP as of Q1 2019.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2019, filed 10 Apr 2019.