Jackson Wealth Management’s Andeavor ANDV Stock Holding History

Jackson Wealth Management’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	-12,919	Closed	-$1.98M	–	104
2018 Q3	$1.98M	Sell	12,919 -23	-0.2%	-$3.4K	0.42%	60
2018 Q2	$1.82M	Sell	12,942 -28	-0.2%	-$3.69K	0.42%	66
2018 Q1	$1.35M	Sell	12,970 -2,932	-18%	-$306K	0.38%	76
2017 Q4	$1.84M	Buy	15,902 +299	+2%	+$32.1K	0.47%	64
2017 Q3	$1.66M	Buy	+15,603	New	+$1.54M	0.45%	60
2017 Q2	–	Sell	-11,510	Closed	-$923K	–	81
2017 Q1	$923K	Buy	+11,510	New	+$964K	0.33%	64

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

Jackson Wealth Management's ANDV Position: Q4 2018 in Review

Jackson Wealth Management sold out of Andeavor (ANDV) in Q4 2018, closing a stake of 12,919 shares — an estimated $1.98M sold.

Jackson Wealth Management first reported a position in ANDV in Q1 2017 and held it in 6 quarters. The position peaked at $1.98M in Q3 2018. 4 funds tracked by Wall St. Rank hold ANDV as of Q4 2018.

Jackson Wealth Management reported no remaining Andeavor position as of Q4 2018 after selling out during the quarter.
Jackson Wealth Management sold 12,919 Andeavor shares in Q4 2018, an estimated $1.98M.
Jackson Wealth Management first reported a position in Andeavor in Q1 2017 and held it in 6 quarters.
Jackson Wealth Management's Andeavor position peaked at $1.98M in Q3 2018.
4 funds tracked by Wall St. Rank held Andeavor as of Q4 2018.

Based on Jackson Wealth Management's 13F filing for Q4 2018, filed 24 Jan 2019.