JA
ANDV

JOYN Advisors’s Andeavor ANDV Stock Holding History

JOYN Advisors’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
-363
Closed -$56K – 1963
2018
Q3 		$56K Sell
363
-11
-3% -$1.62K 0.01% 367
2018
Q2 		$49K Buy
374
+13
+4% +$1.71K 0.01% 414
2018
Q1 		$36K Buy
+361
New +$37.6K 0.01% 555

Other funds holding ANDV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CI
Capital Innovations Pewaukee, Wisconsin $385M AUM
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

JOYN Advisors's ANDV Position: Q4 2018 in Review

JOYN Advisors sold out of Andeavor (ANDV) in Q4 2018, closing a stake of 363 shares — an estimated $56K sold.

JOYN Advisors first reported a position in ANDV in Q1 2018 and held it in 3 quarters. The position peaked at $56K in Q3 2018. 4 funds tracked by Wall St. Rank hold ANDV as of Q4 2018.

  • JOYN Advisors reported no remaining Andeavor position as of Q4 2018 after selling out during the quarter.
  • JOYN Advisors sold 363 Andeavor shares in Q4 2018, an estimated $56K.
  • JOYN Advisors first reported a position in Andeavor in Q1 2018 and held it in 3 quarters.
  • JOYN Advisors's Andeavor position peaked at $56K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Andeavor as of Q4 2018.

Based on JOYN Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.