GC
ANDV

Grimes & Company’s Andeavor ANDV Stock Holding History

Grimes & Company’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
-1,700
Closed -$261K – 253
2018
Q3 		$261K Hold
1,700
– – 0.02% 204
2018
Q2 		$223K Buy
+1,700
New +$224K 0.02% 215
2016
Q1 		– Sell
-2,200
Closed -$232K – 215
2015
Q4 		$232K Hold
2,200
– – 0.03% 175
2015
Q3 		$214K Buy
+2,200
New +$214K 0.03% 169
2015
Q2 		– Sell
-2,200
Closed -$201K – 202
2015
Q1 		$201K Buy
+2,200
New +$185K 0.05% 154

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 $132M AUM 13.71% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return