JMPWA
ANDV

JP Morgan Private Wealth Advisors’s Andeavor ANDV Stock Holding History

JP Morgan Private Wealth 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
2017
Q2 		– Sell
-8,466
Closed -$686K – 1398
2017
Q1 		$686K Buy
8,466
+5,826
+221% +$488K 0.01% 751
2016
Q4 		$231K Buy
+2,640
New +$224K ﹤0.01% 1110
2016
Q2 		– Sell
-7,779
Closed -$669K – 1345
2016
Q1 		$669K Buy
7,779
+4,493
+137% +$386K 0.01% 663
2015
Q4 		$346K Buy
3,286
+385
+13% +$41.5K ﹤0.01% 813
2015
Q3 		$282K Sell
2,901
-470
-14% -$45.7K ﹤0.01% 814
2015
Q2 		$285K Buy
3,371
+418
+14% +$36.3K ﹤0.01% 865
2015
Q1 		$270K Buy
+2,953
New +$248K ﹤0.01% 929
2014
Q3 		– Sell
-3,674
Closed -$216K – 1115
2014
Q2 		$216K Buy
+3,674
New +$203K ﹤0.01% 804

Other funds holding ANDV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HP
Hound Partners New York $792M AUM 9.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.6B AUM 48.76% 1-Year Est. Return