GRP
ANDV

Global Retirement Partners’s Andeavor ANDV Stock Holding History

Global Retirement Partners’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
-225
Closed -$35K – 1622
2018
Q3 		$35K Hold
225
– – 0.01% 649
2018
Q2 		$30K Sell
225
-667
-75% -$87.8K 0.01% 683
2018
Q1 		$90K Buy
892
+225
+34% +$23.5K 0.02% 397
2017
Q4 		$76K Buy
667
+651
+4,069% +$70K 0.02% 419
2017
Q3 		$2K Hold
16
– – ﹤0.01% 1154
2017
Q2 		$1K Hold
16
– – ﹤0.01% 1129
2017
Q1 		$1K Hold
16
– – ﹤0.01% 1086
2016
Q4 		$1K Buy
+16
New +$1.36K ﹤0.01% 1028

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

Global Retirement Partners's ANDV Position: Q4 2018 in Review

Global Retirement Partners sold out of Andeavor (ANDV) in Q4 2018, closing a stake of 225 shares — an estimated $35K sold.

Global Retirement Partners first reported a position in ANDV in Q4 2016 and held it in 8 quarters. The position peaked at $90K in Q1 2018. 4 funds tracked by Wall St. Rank hold ANDV as of Q4 2018.

  • Global Retirement Partners reported no remaining Andeavor position as of Q4 2018 after selling out during the quarter.
  • Global Retirement Partners sold 225 Andeavor shares in Q4 2018, an estimated $35K.
  • Global Retirement Partners first reported a position in Andeavor in Q4 2016 and held it in 8 quarters.
  • Global Retirement Partners's Andeavor position peaked at $90K in Q1 2018.
  • 4 funds tracked by Wall St. Rank held Andeavor as of Q4 2018.

Based on Global Retirement Partners's 13F filing for Q4 2018, filed 22 Feb 2019.