EDRH
ANDV

Edmond de Rothschild Holding’s Andeavor ANDV Stock Holding History

Edmond de Rothschild Holding’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
-326
Closed -$50K – 770
2018
Q3 		$50K Hold
326
– – ﹤0.01% 597
2018
Q2 		$43K Hold
326
– – ﹤0.01% 620
2018
Q1 		$33K Sell
326
-6,000
-95% -$626K ﹤0.01% 662
2017
Q4 		$723K Hold
6,326
– – 0.02% 308
2017
Q3 		$653K Hold
6,326
– – 0.02% 330
2017
Q2 		$593K Buy
+6,326
New +$534K 0.02% 348

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 $132M AUM 13.71% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return