EWM
ANDV

Edge Wealth Management’s Andeavor ANDV Stock Holding History

Edge Wealth 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
Q2 		– Sell
-1,245
Closed -$125K – 638
2018
Q1 		$125K Hold
1,245
– – 0.03% 150
2017
Q4 		$143K Hold
1,245
– – 0.04% 147
2017
Q3 		$128K Sell
1,245
-15
-1% -$1.48K 0.04% 155
2017
Q2 		$119K Hold
1,260
– – 0.04% 159
2017
Q1 		$102K Buy
+1,260
New +$106K 0.04% 163
2016
Q2 		– Sell
-2,000
Closed -$172K – 503
2016
Q1 		$172K Buy
+2,000
New +$172K 0.08% 103
2014
Q2 		– Sell
-333
Closed -$17K – 438
2014
Q1 		$17K Buy
+333
New +$17.3K 0.01% 254

Other funds holding ANDV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.37B AUM 63.08% 1-Year Est. Return