JGUA
ANDV

John G. Ullman & Associates’s Andeavor ANDV Stock Holding History

John G. Ullman & Associates’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
-1,514
Closed -$232K – 137
2018
Q3 		$232K Buy
+1,514
New +$224K 0.04% 119

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 $174M AUM 15.45% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

John G. Ullman & Associates's ANDV Position: Q4 2018 in Review

John G. Ullman & Associates sold out of Andeavor (ANDV) in Q4 2018, closing a stake of 1,514 shares — an estimated $232K sold.

John G. Ullman & Associates first reported a position in ANDV in Q3 2018 and held it in 1 quarter. The position peaked at $232K in Q3 2018. 4 funds tracked by Wall St. Rank hold ANDV as of Q4 2018.

  • John G. Ullman & Associates reported no remaining Andeavor position as of Q4 2018 after selling out during the quarter.
  • John G. Ullman & Associates sold 1,514 Andeavor shares in Q4 2018, an estimated $232K.
  • John G. Ullman & Associates first reported a position in Andeavor in Q3 2018 and held it in 1 quarter.
  • John G. Ullman & Associates's Andeavor position peaked at $232K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Andeavor as of Q4 2018.

Based on John G. Ullman & Associates's 13F filing for Q4 2018, filed 29 Jan 2019.