Kaizen Advisory’s Andeavor ANDV Stock Holding History

Kaizen Advisory’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	-341	Closed	-$52K	–	577
2018 Q3	$52K	Hold	341	–	–	0.03%	329
2018 Q2	$45K	Buy	341 +199	+140%	+$26.2K	0.02%	360
2018 Q1	$14K	Hold	142	–	–	0.01%	414
2017 Q4	$16K	Buy	+142	New	+$15.3K	0.01%	370

Other funds holding ANDV

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Capital Innovations Pewaukee, Wisconsin $399K AUM

AWM

Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return

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

Kaizen Advisory's ANDV Position: Q4 2018 in Review

Kaizen Advisory sold out of Andeavor (ANDV) in Q4 2018, closing a stake of 341 shares — an estimated $52K sold.

Kaizen Advisory first reported a position in ANDV in Q4 2017 and held it in 4 quarters. The position peaked at $52K in Q3 2018. 4 funds tracked by Wall St. Rank hold ANDV as of Q4 2018.

Kaizen Advisory reported no remaining Andeavor position as of Q4 2018 after selling out during the quarter.
Kaizen Advisory sold 341 Andeavor shares in Q4 2018, an estimated $52K.
Kaizen Advisory first reported a position in Andeavor in Q4 2017 and held it in 4 quarters.
Kaizen Advisory's Andeavor position peaked at $52K in Q3 2018.
4 funds tracked by Wall St. Rank held Andeavor as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.