FWM
ANDX

FFT Wealth Management’s Andeavor Logistics LP ANDX Stock Holding History

FFT Wealth Management’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
2017
Q3 		– Sell
-8,681
Closed -$449K – 82
2017
Q2 		$449K Hold
8,681
– – 0.14% 53
2017
Q1 		$473K Sell
8,681
-12,113
-58% -$672K 0.15% 52
2016
Q4 		$1.06M Buy
20,794
+10,397
+100% +$491K 0.24% 44
2016
Q3 		$499K Hold
10,397
– – 0.21% 42
2016
Q2 		$493K Sell
10,397
-2,616
-20% -$123K 0.19% 39
2016
Q1 		$594K Sell
13,013
-3,029
-19% -$132K 0.26% 32
2015
Q4 		$807K Buy
+16,042
New +$814K 0.65% 27

Other funds holding ANDX

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

FFT Wealth Management's ANDX Position: Q3 2017 in Review

FFT Wealth Management sold out of Andeavor Logistics LP (ANDX) in Q3 2017, closing a stake of 8,681 shares — an estimated $449K sold.

FFT Wealth Management first reported a position in ANDX in Q4 2015 and held it in 7 quarters. The position peaked at $1.06M in Q4 2016. 156 funds tracked by Wall St. Rank hold ANDX as of Q3 2017.

  • FFT Wealth Management reported no remaining Andeavor Logistics LP position as of Q3 2017 after selling out during the quarter.
  • FFT Wealth Management sold 8,681 Andeavor Logistics LP shares in Q3 2017, an estimated $449K.
  • FFT Wealth Management first reported a position in Andeavor Logistics LP in Q4 2015 and held it in 7 quarters.
  • FFT Wealth Management's Andeavor Logistics LP position peaked at $1.06M in Q4 2016.
  • 156 funds tracked by Wall St. Rank held Andeavor Logistics LP as of Q3 2017.

Based on FFT Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.