Financial Advocates Investment Management’s Andeavor ANDV Stock Holding History

Financial Advocates Investment 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	-2,044	Closed	-$314K	–	524
2018 Q3	$314K	Sell	2,044 -4,357	-68%	-$643K	0.04%	379
2018 Q2	$844K	Sell	6,401 -37	-0.6%	-$4.87K	0.1%	205
2018 Q1	$647K	Sell	6,438 -816	-11%	-$85.1K	0.08%	222
2017 Q4	$829K	Buy	+7,254	New	+$780K	0.11%	190

Other funds holding ANDV

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

Financial Advocates Investment Management's ANDV Position: Q4 2018 in Review

Financial Advocates Investment Management sold out of Andeavor (ANDV) in Q4 2018, closing a stake of 2,044 shares — an estimated $314K sold.

Financial Advocates Investment Management first reported a position in ANDV in Q4 2017 and held it in 4 quarters. The position peaked at $844K in Q2 2018. 4 funds tracked by Wall St. Rank hold ANDV as of Q4 2018.

Financial Advocates Investment Management reported no remaining Andeavor position as of Q4 2018 after selling out during the quarter.
Financial Advocates Investment Management sold 2,044 Andeavor shares in Q4 2018, an estimated $314K.
Financial Advocates Investment Management first reported a position in Andeavor in Q4 2017 and held it in 4 quarters.
Financial Advocates Investment Management's Andeavor position peaked at $844K in Q2 2018.
4 funds tracked by Wall St. Rank held Andeavor as of Q4 2018.

Based on Financial Advocates Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.