Gradient Investments’s Andeavor ANDV Stock Holding History

Gradient Investments’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	-200	Closed	-$31K	–	1173
2018 Q3	$31K	Hold	200	–	–	﹤0.01%	424
2018 Q2	$26K	Hold	200	–	–	﹤0.01%	443
2018 Q1	$20K	Hold	200	–	–	﹤0.01%	478
2017 Q4	$23K	Buy	+200	New	+$21.5K	﹤0.01%	454
2017 Q3	–	Sell	-102	Closed	-$10K	–	821
2017 Q2	$10K	Buy	102 +2	+2%	+$169	﹤0.01%	492
2017 Q1	$8K	Hold	100	–	–	﹤0.01%	553
2016 Q4	$9K	Sell	100 -100	-50%	-$8.49K	﹤0.01%	477
2016 Q3	$16K	Buy	+200	New	+$15.4K	﹤0.01%	390
2014 Q1	–	Sell	-652	Closed	-$38K	–	672
2013 Q4	$38K	Buy	+652	New	+$33.9K	0.01%	250

Other funds holding ANDV

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Capital Innovations Pewaukee, Wisconsin $385M AUM

AWM

Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Gradient Investments's ANDV Position: Q4 2018 in Review

Gradient Investments sold out of Andeavor (ANDV) in Q4 2018, closing a stake of 200 shares — an estimated $31K sold.

Gradient Investments first reported a position in ANDV in Q4 2013 and held it in 9 quarters. The position peaked at $38K in Q4 2013. 4 funds tracked by Wall St. Rank hold ANDV as of Q4 2018.

Gradient Investments reported no remaining Andeavor position as of Q4 2018 after selling out during the quarter.
Gradient Investments sold 200 Andeavor shares in Q4 2018, an estimated $31K.
Gradient Investments first reported a position in Andeavor in Q4 2013 and held it in 9 quarters.
Gradient Investments's Andeavor position peaked at $38K in Q4 2013.
4 funds tracked by Wall St. Rank held Andeavor as of Q4 2018.

Based on Gradient Investments's 13F filing for Q4 2018, filed 18 Jan 2019.