EWM
ANDV

Evercore Wealth Management’s Andeavor ANDV Stock Holding History

Evercore 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
Q4 		– Sell
-8,135
Closed -$1.25M – 431
2018
Q3 		$1.25M Buy
8,135
+325
+4% +$48K 0.04% 176
2018
Q2 		$1.02M Hold
7,810
– – 0.04% 196
2018
Q1 		$785K Buy
7,810
+7,292
+1,408% +$760K 0.03% 201
2017
Q4 		$59K Hold
518
– – ﹤0.01% 558
2017
Q3 		$53K Hold
518
– – ﹤0.01% 569
2017
Q2 		$48K Buy
518
+184
+55% +$15.5K ﹤0.01% 584
2017
Q1 		$27K Hold
334
– – ﹤0.01% 712
2016
Q4 		$29K Sell
334
-1,889
-85% -$160K ﹤0.01% 705
2016
Q3 		$177K Buy
2,223
+242
+12% +$18.6K 0.01% 398
2016
Q2 		$148K Buy
1,981
+1,132
+133% +$89.8K 0.01% 410
2016
Q1 		$73K Buy
849
+340
+67% +$29.2K ﹤0.01% 505
2015
Q4 		$54K Buy
+509
New +$54.9K ﹤0.01% 581
2015
Q3 		– Sell
-10,000
Closed -$844K – 1087
2015
Q2 		$844K Hold
10,000
– – 0.04% 215
2015
Q1 		$912K Buy
+10,000
New +$839K 0.04% 197
2013
Q3 		– Sell
-20,000
Closed -$1.05M – 1018
2013
Q2 		$1.05M Buy
+20,000
New +$1.12M 0.06% 206

Other funds holding ANDV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CI
Capital Innovations Pewaukee, Wisconsin $385M AUM
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Evercore Wealth Management's ANDV Position: Q4 2018 in Review

Evercore Wealth Management sold out of Andeavor (ANDV) in Q4 2018, closing a stake of 8,135 shares — an estimated $1.25M sold.

Evercore Wealth Management first reported a position in ANDV in Q2 2013 and held it in 15 quarters. The position peaked at $1.25M in Q3 2018. 4 funds tracked by Wall St. Rank hold ANDV as of Q4 2018.

  • Evercore Wealth Management reported no remaining Andeavor position as of Q4 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 8,135 Andeavor shares in Q4 2018, an estimated $1.25M.
  • Evercore Wealth Management first reported a position in Andeavor in Q2 2013 and held it in 15 quarters.
  • Evercore Wealth Management's Andeavor position peaked at $1.25M in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Andeavor as of Q4 2018.

Based on Evercore Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.