ERIM
ANDX

Eagle Ridge Investment Management’s Andeavor Logistics LP ANDX Stock Holding History

Eagle Ridge Investment Management’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
2013
Q4 		– Sell
-5,725
Closed -$332K – 59
2013
Q3 		$332K Buy
+5,725
New +$317K 0.18% 44

Other funds holding ANDX

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Eagle Ridge Investment Management's ANDX Position: Q4 2013 in Review

Eagle Ridge Investment Management sold out of Andeavor Logistics LP (ANDX) in Q4 2013, closing a stake of 5,725 shares — an estimated $332K sold.

Eagle Ridge Investment Management first reported a position in ANDX in Q3 2013 and held it in 1 quarter. The position peaked at $332K in Q3 2013. 111 funds tracked by Wall St. Rank hold ANDX as of Q4 2013.

  • Eagle Ridge Investment Management reported no remaining Andeavor Logistics LP position as of Q4 2013 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 5,725 Andeavor Logistics LP shares in Q4 2013, an estimated $332K.
  • Eagle Ridge Investment Management first reported a position in Andeavor Logistics LP in Q3 2013 and held it in 1 quarter.
  • Eagle Ridge Investment Management's Andeavor Logistics LP position peaked at $332K in Q3 2013.
  • 111 funds tracked by Wall St. Rank held Andeavor Logistics LP as of Q4 2013.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2013, filed 8 Jan 2014.