Evermay Wealth Management’s Andeavor ANDV Stock Holding History

Evermay 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	-2,038	Closed	-$313K	–	155
2018 Q3	$313K	Hold	2,038	–	–	0.1%	110
2018 Q2	$267K	Hold	2,038	–	–	0.09%	112
2018 Q1	$205K	Buy	+2,038	New	+$213K	0.07%	131

Other funds holding ANDV

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Capital Innovations Pewaukee, Wisconsin $385M AUM

AWM

Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

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

Evermay Wealth Management sold out of Andeavor (ANDV) in Q4 2018, closing a stake of 2,038 shares — an estimated $313K sold.

Evermay Wealth Management first reported a position in ANDV in Q1 2018 and held it in 3 quarters. The position peaked at $313K in Q3 2018. 4 funds tracked by Wall St. Rank hold ANDV as of Q4 2018.

Evermay Wealth Management reported no remaining Andeavor position as of Q4 2018 after selling out during the quarter.
Evermay Wealth Management sold 2,038 Andeavor shares in Q4 2018, an estimated $313K.
Evermay Wealth Management first reported a position in Andeavor in Q1 2018 and held it in 3 quarters.
Evermay Wealth Management's Andeavor position peaked at $313K in Q3 2018.
4 funds tracked by Wall St. Rank held Andeavor as of Q4 2018.

Based on Evermay Wealth Management's 13F filing for Q4 2018, filed 24 Jan 2019.