FMWA
ANDV

Forvis Mazars Wealth Advisors’s Andeavor ANDV Stock Holding History

Forvis Mazars Wealth Advisors’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
2016
Q1 		– Sell
-2,095
Closed -$221K – 208
2015
Q4 		$221K Sell
2,095
-95
-4% -$10.2K 0.03% 172
2015
Q3 		$213K Buy
+2,190
New +$213K 0.04% 168

Other funds holding ANDV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HP
Hound Partners New York $863M AUM 11.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Forvis Mazars Wealth Advisors's ANDV Position: Q1 2016 in Review

Forvis Mazars Wealth Advisors sold out of Andeavor (ANDV) in Q1 2016, closing a stake of 2,095 shares — an estimated $221K sold.

Forvis Mazars Wealth Advisors first reported a position in ANDV in Q3 2015 and held it in 2 quarters. The position peaked at $221K in Q4 2015. 494 funds tracked by Wall St. Rank hold ANDV as of Q1 2016.

  • Forvis Mazars Wealth Advisors reported no remaining Andeavor position as of Q1 2016 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 2,095 Andeavor shares in Q1 2016, an estimated $221K.
  • Forvis Mazars Wealth Advisors first reported a position in Andeavor in Q3 2015 and held it in 2 quarters.
  • Forvis Mazars Wealth Advisors's Andeavor position peaked at $221K in Q4 2015.
  • 494 funds tracked by Wall St. Rank held Andeavor as of Q1 2016.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2016, filed 12 Apr 2016.