EA
ANDX

Edge Advisors’s Andeavor Logistics LP ANDX Stock Holding History

Edge 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
2018
Q2 		$13K Sell
322
-5,445
-94% -$243K ﹤0.01% 681
2018
Q1 		$257K Sell
5,767
-975
-14% -$47.6K 0.02% 291
2017
Q4 		$310K Sell
6,742
-2,164
-24% -$100K 0.03% 264
2017
Q3 		$445K Sell
8,906
-1,030
-10% -$51.4K 0.05% 220
2017
Q2 		$512K Sell
9,936
-2,666
-21% -$140K 0.06% 213
2017
Q1 		$685K Sell
12,602
-2,840
-18% -$158K 0.08% 191
2016
Q4 		$784K Buy
+15,442
New +$730K 0.1% 167

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Edge Advisors's ANDX Position: Q2 2018 in Review

Edge Advisors reduced its Andeavor Logistics LP (ANDX) stake by 94% in Q2 2018, selling an estimated $243K and leaving 322 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Edge Advisors first reported a position in ANDX in Q4 2016 and has held it in 7 quarters since. The position peaked at $784K in Q4 2016. 181 funds tracked by Wall St. Rank hold ANDX as of Q2 2018.

  • Edge Advisors held 322 shares of Andeavor Logistics LP worth $13K as of Q2 2018.
  • Edge Advisors sold 5,445 Andeavor Logistics LP shares in Q2 2018, an estimated $243K.
  • Andeavor Logistics LP made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #681 holding.
  • Edge Advisors first reported a position in Andeavor Logistics LP in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Andeavor Logistics LP position peaked at $784K in Q4 2016.
  • 181 funds tracked by Wall St. Rank held Andeavor Logistics LP as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.