FGC
ANDV

Financial Gravity Companies’s Andeavor ANDV Stock Holding History

Financial Gravity Companies’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
Q1 		$7K Sell
52
-166
-76% -$17.3K 0.01% 657
2017
Q4 		$24K Buy
+218
New +$23.4K 0.03% 465

Other funds holding ANDV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Gravity Companies's ANDV Position: Q1 2018 in Review

Financial Gravity Companies reduced its Andeavor (ANDV) stake by 76% in Q1 2018, selling an estimated $17.3K and leaving 52 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #657.

Financial Gravity Companies first reported a position in ANDV in Q4 2017 and has held it in 2 quarters since. The position peaked at $24K in Q4 2017. 587 funds tracked by Wall St. Rank hold ANDV as of Q1 2018.

  • Financial Gravity Companies held 52 shares of Andeavor worth $7K as of Q1 2018.
  • Financial Gravity Companies sold 166 Andeavor shares in Q1 2018, an estimated $17.3K.
  • Andeavor made up 0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #657 holding.
  • Financial Gravity Companies first reported a position in Andeavor in Q4 2017 and has held it in 2 quarters since.
  • Financial Gravity Companies's Andeavor position peaked at $24K in Q4 2017.
  • 587 funds tracked by Wall St. Rank held Andeavor as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.