GWS
ANDV

Glassman Wealth Services’s Andeavor ANDV Stock Holding History

Glassman Wealth 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
Q4 		– Sell
-51
Closed -$8K – 1095
2018
Q3 		$8K Hold
51
– – ﹤0.01% 427
2018
Q2 		$7K Hold
51
– – ﹤0.01% 414
2018
Q1 		$5K Buy
51
+6
+13% +$626 ﹤0.01% 438
2017
Q4 		$5K Hold
45
– – ﹤0.01% 414
2017
Q3 		$5K Hold
45
– – ﹤0.01% 362
2017
Q2 		$4K Hold
45
– – ﹤0.01% 384
2017
Q1 		$4K Hold
45
– – ﹤0.01% 423
2016
Q4 		$4K Hold
45
– – ﹤0.01% 465
2016
Q3 		$4K Buy
+45
New +$3.47K ﹤0.01% 381

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

Glassman Wealth Services's ANDV Position: Q4 2018 in Review

Glassman Wealth Services sold out of Andeavor (ANDV) in Q4 2018, closing a stake of 51 shares — an estimated $8K sold.

Glassman Wealth Services first reported a position in ANDV in Q3 2016 and held it in 9 quarters. The position peaked at $8K in Q3 2018. 4 funds tracked by Wall St. Rank hold ANDV as of Q4 2018.

  • Glassman Wealth Services reported no remaining Andeavor position as of Q4 2018 after selling out during the quarter.
  • Glassman Wealth Services sold 51 Andeavor shares in Q4 2018, an estimated $8K.
  • Glassman Wealth Services first reported a position in Andeavor in Q3 2016 and held it in 9 quarters.
  • Glassman Wealth Services's Andeavor position peaked at $8K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Andeavor as of Q4 2018.

Based on Glassman Wealth Services's 13F filing for Q4 2018, filed 6 Feb 2019.