FPFS
ANDV

First Personal Financial Services’s Andeavor ANDV Stock Holding History

First Personal Financial Services’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
Q2 		– Sell
-461
Closed -$46K – 1040
2018
Q1 		$46K Sell
461
-310
-40% -$32.3K 0.01% 455
2017
Q4 		$88K Hold
771
– – 0.02% 357
2017
Q3 		$80K Buy
+771
New +$75.9K 0.02% 349

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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

First Personal Financial Services's ANDV Position: Q2 2018 in Review

First Personal Financial Services sold out of Andeavor (ANDV) in Q2 2018, closing a stake of 461 shares — an estimated $46K sold.

First Personal Financial Services first reported a position in ANDV in Q3 2017 and held it in 3 quarters. The position peaked at $88K in Q4 2017. 629 funds tracked by Wall St. Rank hold ANDV as of Q2 2018.

  • First Personal Financial Services reported no remaining Andeavor position as of Q2 2018 after selling out during the quarter.
  • First Personal Financial Services sold 461 Andeavor shares in Q2 2018, an estimated $46K.
  • First Personal Financial Services first reported a position in Andeavor in Q3 2017 and held it in 3 quarters.
  • First Personal Financial Services's Andeavor position peaked at $88K in Q4 2017.
  • 629 funds tracked by Wall St. Rank held Andeavor as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.