JWM
ANDV

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
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