Icon Wealth Partners’s Andeavor Logistics LP ANDX Stock Holding History

Icon Wealth Partners’s Portfolio ANDX Stock Details ANDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-5,764	Closed	-$209K	–	178
2019 Q2	$209K	Sell	5,764 -1,217	-17%	-$42.7K	0.07%	149
2019 Q1	$246K	Sell	6,981 -3,389	-33%	-$120K	0.09%	132
2018 Q4	$337K	Buy	10,370 +266	+3%	+$10.6K	0.16%	90
2018 Q3	$491K	Sell	10,104 -486	-5%	-$22.8K	0.2%	81
2018 Q2	$450K	Sell	10,590 -599	-5%	-$26.8K	0.19%	85
2018 Q1	$501K	Buy	11,189 +2,197	+24%	+$107K	0.27%	82
2017 Q4	$415K	Buy	+8,992	New	+$415K	0.21%	99

Other funds holding ANDX

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Icon Wealth Partners's ANDX Position: Q3 2019 in Review

Icon Wealth Partners sold out of Andeavor Logistics LP (ANDX) in Q3 2019, closing a stake of 5,764 shares — an estimated $209K sold.

Icon Wealth Partners first reported a position in ANDX in Q4 2017 and held it in 7 quarters. The position peaked at $501K in Q1 2018. 1 fund tracked by Wall St. Rank holds ANDX as of Q3 2019.

Icon Wealth Partners reported no remaining Andeavor Logistics LP position as of Q3 2019 after selling out during the quarter.
Icon Wealth Partners sold 5,764 Andeavor Logistics LP shares in Q3 2019, an estimated $209K.
Icon Wealth Partners first reported a position in Andeavor Logistics LP in Q4 2017 and held it in 7 quarters.
Icon Wealth Partners's Andeavor Logistics LP position peaked at $501K in Q1 2018.
1 fund tracked by Wall St. Rank held Andeavor Logistics LP as of Q3 2019.

Based on Icon Wealth Partners's 13F filing for Q3 2019, filed 24 Oct 2019.