FWM
ANDV

Frontier Wealth Management’s Andeavor ANDV Stock Holding History

Frontier Wealth 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
-5,053
Closed -$776K – 416
2018
Q3 		$776K Sell
5,053
-199
-4% -$29.4K 0.07% 174
2018
Q2 		$689K Buy
5,252
+301
+6% +$39.6K 0.1% 176
2018
Q1 		$498K Buy
4,951
+1
+0% +$104 0.07% 230
2017
Q4 		$566K Sell
4,950
-199
-4% -$21.4K 0.09% 193
2017
Q3 		$531K Buy
5,149
+101
+2% +$9.94K 0.08% 225
2017
Q2 		$473K Buy
5,048
+47
+0.9% +$3.96K 0.07% 233
2017
Q1 		$405K Buy
+5,001
New +$419K 0.06% 260
2016
Q4 		– Sell
-2,525
Closed -$201K – 423
2016
Q3 		$201K Buy
+2,525
New +$195K 0.03% 331
2016
Q2 		– Sell
-3,437
Closed -$296K – 368
2016
Q1 		$296K Sell
3,437
-737
-18% -$63.3K 0.02% 257
2015
Q4 		$440K Sell
4,174
-203
-5% -$21.9K 0.07% 214
2015
Q3 		$426K Buy
4,377
+962
+28% +$93.4K 0.07% 222
2015
Q2 		$288K Buy
3,415
+245
+8% +$21.3K 0.04% 263
2015
Q1 		$289K Buy
+3,170
New +$266K 0.05% 233

Other funds holding ANDV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CI
Capital Innovations Pewaukee, Wisconsin $385M AUM
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Frontier Wealth Management's ANDV Position: Q4 2018 in Review

Frontier Wealth Management sold out of Andeavor (ANDV) in Q4 2018, closing a stake of 5,053 shares — an estimated $776K sold.

Frontier Wealth Management first reported a position in ANDV in Q1 2015 and held it in 13 quarters. The position peaked at $776K in Q3 2018. 4 funds tracked by Wall St. Rank hold ANDV as of Q4 2018.

  • Frontier Wealth Management reported no remaining Andeavor position as of Q4 2018 after selling out during the quarter.
  • Frontier Wealth Management sold 5,053 Andeavor shares in Q4 2018, an estimated $776K.
  • Frontier Wealth Management first reported a position in Andeavor in Q1 2015 and held it in 13 quarters.
  • Frontier Wealth Management's Andeavor position peaked at $776K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Andeavor as of Q4 2018.

Based on Frontier Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.