LFA
ANDV

Legacy Financial Advisors’s Andeavor ANDV Stock Holding History

Legacy Financial 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
-52
Closed -$7K – 1085
2018
Q3 		$7K Hold
52
– – ﹤0.01% 631
2018
Q2 		$7K Buy
52
+25
+93% +$3.29K ﹤0.01% 639
2018
Q1 		$2K Sell
27
-18
-40% -$1.88K ﹤0.01% 774
2017
Q4 		$5K Buy
+45
New +$4.84K ﹤0.01% 653

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

Legacy Financial Advisors's ANDV Position: Q4 2018 in Review

Legacy Financial Advisors sold out of Andeavor (ANDV) in Q4 2018, closing a stake of 52 shares — an estimated $7K sold.

Legacy Financial Advisors first reported a position in ANDV in Q4 2017 and held it in 4 quarters. The position peaked at $7K in Q3 2018. 4 funds tracked by Wall St. Rank hold ANDV as of Q4 2018.

  • Legacy Financial Advisors reported no remaining Andeavor position as of Q4 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 52 Andeavor shares in Q4 2018, an estimated $7K.
  • Legacy Financial Advisors first reported a position in Andeavor in Q4 2017 and held it in 4 quarters.
  • Legacy Financial Advisors's Andeavor position peaked at $7K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Andeavor as of Q4 2018.

Based on Legacy Financial Advisors's 13F filing for Q4 2018, filed 16 Jan 2019.