KA
ANDX

Kaizen Advisory’s Andeavor Logistics LP ANDX Stock Holding History

Kaizen Advisory’s Portfolio ANDX Stock Details ANDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-21,784
Closed -$1.01M – 630
2017
Q4 		$1.01M Buy
+21,784
New +$1.01M 0.6% 79

Other funds holding ANDX

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kaizen Advisory's ANDX Position: Q1 2018 in Review

Kaizen Advisory sold out of Andeavor Logistics LP (ANDX) in Q1 2018, closing a stake of 21,784 shares — an estimated $1.01M sold.

Kaizen Advisory first reported a position in ANDX in Q4 2017 and held it in 1 quarter. The position peaked at $1.01M in Q4 2017. 184 funds tracked by Wall St. Rank hold ANDX as of Q1 2018.

  • Kaizen Advisory reported no remaining Andeavor Logistics LP position as of Q1 2018 after selling out during the quarter.
  • Kaizen Advisory sold 21,784 Andeavor Logistics LP shares in Q1 2018, an estimated $1.01M.
  • Kaizen Advisory first reported a position in Andeavor Logistics LP in Q4 2017 and held it in 1 quarter.
  • Kaizen Advisory's Andeavor Logistics LP position peaked at $1.01M in Q4 2017.
  • 184 funds tracked by Wall St. Rank held Andeavor Logistics LP as of Q1 2018.

Based on Kaizen Advisory's 13F filing for Q1 2018, filed 15 May 2018.