GIM
ANDV

Goelzer Investment Management’s Andeavor ANDV Stock Holding History

Goelzer Investment 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
-11,295
Closed -$1.73M – 211
2018
Q3 		$1.73M Sell
11,295
-273
-2% -$40.3K 0.19% 142
2018
Q2 		$1.52M Sell
11,568
-471
-4% -$62K 0.18% 145
2018
Q1 		$1.21M Sell
12,039
-345
-3% -$36K 0.15% 146
2017
Q4 		$1.42M Buy
12,384
+254
+2% +$27.3K 0.16% 140
2017
Q3 		$1.25M Buy
+12,130
New +$1.19M 0.15% 138

Other funds holding ANDV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CI
Capital Innovations Pewaukee, Wisconsin $399K AUM
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Goelzer Investment Management's ANDV Position: Q4 2018 in Review

Goelzer Investment Management sold out of Andeavor (ANDV) in Q4 2018, closing a stake of 11,295 shares — an estimated $1.73M sold.

Goelzer Investment Management first reported a position in ANDV in Q3 2017 and held it in 5 quarters. The position peaked at $1.73M in Q3 2018. 4 funds tracked by Wall St. Rank hold ANDV as of Q4 2018.

  • Goelzer Investment Management reported no remaining Andeavor position as of Q4 2018 after selling out during the quarter.
  • Goelzer Investment Management sold 11,295 Andeavor shares in Q4 2018, an estimated $1.73M.
  • Goelzer Investment Management first reported a position in Andeavor in Q3 2017 and held it in 5 quarters.
  • Goelzer Investment Management's Andeavor position peaked at $1.73M in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Andeavor as of Q4 2018.

Based on Goelzer Investment Management's 13F filing for Q4 2018, filed 28 Jan 2019.