FA
ANDX

FDx Advisors’s Andeavor Logistics LP ANDX Stock Holding History

FDx 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
2019
Q1 		– Sell
-7,184
Closed -$233K – 821
2018
Q4 		$233K Sell
7,184
-1,214
-14% -$48.3K 0.02% 482
2018
Q3 		$408K Sell
8,398
-631
-7% -$29.6K 0.02% 583
2018
Q2 		$384K Sell
9,029
-374
-4% -$16.7K 0.01% 638
2018
Q1 		$421K Sell
9,403
-1,021
-10% -$49.8K 0.01% 846
2017
Q4 		$481K Sell
10,424
-590
-5% -$27.3K 0.01% 824
2017
Q3 		$551K Buy
11,014
+4,709
+75% +$235K 0.02% 762
2017
Q2 		$326K Buy
6,305
+1,935
+44% +$102K 0.01% 950
2017
Q1 		$238K Buy
+4,370
New +$242K 0.01% 1050

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

FDx Advisors's ANDX Position: Q1 2019 in Review

FDx Advisors sold out of Andeavor Logistics LP (ANDX) in Q1 2019, closing a stake of 7,184 shares — an estimated $233K sold.

FDx Advisors first reported a position in ANDX in Q1 2017 and held it in 8 quarters. The position peaked at $551K in Q3 2017. 156 funds tracked by Wall St. Rank hold ANDX as of Q1 2019.

  • FDx Advisors reported no remaining Andeavor Logistics LP position as of Q1 2019 after selling out during the quarter.
  • FDx Advisors sold 7,184 Andeavor Logistics LP shares in Q1 2019, an estimated $233K.
  • FDx Advisors first reported a position in Andeavor Logistics LP in Q1 2017 and held it in 8 quarters.
  • FDx Advisors's Andeavor Logistics LP position peaked at $551K in Q3 2017.
  • 156 funds tracked by Wall St. Rank held Andeavor Logistics LP as of Q1 2019.

Based on FDx Advisors's 13F filing for Q1 2019, filed 14 May 2019.