Independent Portfolio Consultants’s Andeavor ANDV Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$52K	Buy	+555	New	+$46.8K	0.02%	510
2016 Q1	–	Sell	-1,250	Closed	-$132K	–	819
2015 Q4	$132K	Sell	1,250 -650	-34%	-$70.1K	0.04%	405
2015 Q3	$185K	Sell	1,900 -65	-3%	-$6.31K	0.04%	356
2015 Q2	$166K	Sell	1,965 -208	-10%	-$18.1K	0.03%	395
2015 Q1	$198K	Sell	2,173 -2,622	-55%	-$220K	0.04%	361
2014 Q4	$357K	Buy	4,795 +115	+2%	+$8.11K	0.07%	289
2014 Q3	$285K	Buy	4,680 +235	+5%	+$14.5K	0.08%	407
2014 Q2	$261K	Buy	4,445 +105	+2%	+$5.79K	0.07%	404
2014 Q1	$219K	Buy	+4,340	New	+$226K	0.07%	422

Other funds holding ANDV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Hound Partners New York $863M AUM 11.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

Independent Portfolio Consultants's ANDV Position: Q2 2017 in Review

Independent Portfolio Consultants opened a new position in Andeavor (ANDV) in Q2 2017: 555 shares worth $52K. The stake represents 0.02% of the portfolio and ranks #510 among its holdings. This is a return to the name: Independent Portfolio Consultants previously reported a position in ANDV as recently as Q4 2015.

Independent Portfolio Consultants first reported a position in ANDV in Q1 2014 and has held it in 9 quarters since. The position peaked at $357K in Q4 2014. 531 funds tracked by Wall St. Rank hold ANDV as of Q2 2017.

Independent Portfolio Consultants held 555 shares of Andeavor worth $52K as of Q2 2017.
Andeavor was a new Independent Portfolio Consultants position in Q2 2017.
Andeavor made up 0.02% of Independent Portfolio Consultants's portfolio in Q2 2017, its #510 holding.
Independent Portfolio Consultants first reported a position in Andeavor in Q1 2014 and has held it in 9 quarters since.
Independent Portfolio Consultants's Andeavor position peaked at $357K in Q4 2014.
531 funds tracked by Wall St. Rank held Andeavor as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.