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 $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