GT
ANDV

Greenleaf Trust’s Andeavor ANDV Stock Holding History

Greenleaf Trust’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
-1,556
Closed -$239K – 573
2018
Q3 		$239K Buy
+1,556
New +$230K ﹤0.01% 462

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

Greenleaf Trust's ANDV Position: Q4 2018 in Review

Greenleaf Trust sold out of Andeavor (ANDV) in Q4 2018, closing a stake of 1,556 shares — an estimated $239K sold.

Greenleaf Trust first reported a position in ANDV in Q3 2018 and held it in 1 quarter. The position peaked at $239K in Q3 2018. 4 funds tracked by Wall St. Rank hold ANDV as of Q4 2018.

  • Greenleaf Trust reported no remaining Andeavor position as of Q4 2018 after selling out during the quarter.
  • Greenleaf Trust sold 1,556 Andeavor shares in Q4 2018, an estimated $239K.
  • Greenleaf Trust first reported a position in Andeavor in Q3 2018 and held it in 1 quarter.
  • Greenleaf Trust's Andeavor position peaked at $239K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Andeavor as of Q4 2018.

Based on Greenleaf Trust's 13F filing for Q4 2018, filed 7 Feb 2019.