LWA
ANDV

Lenox Wealth Advisors’s Andeavor ANDV Stock Holding History

Lenox 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
2016
Q1 		– Sell
-36
Closed -$4K – 450
2015
Q4 		$4K Buy
+36
New +$3.88K ﹤0.01% 268
2014
Q1 		– Sell
-21
Closed -$1K – 367
2013
Q4 		$1K Buy
+21
New +$1.09K ﹤0.01% 366

Other funds holding ANDV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HP
Hound Partners New York $863M AUM 11.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lenox Wealth Advisors's ANDV Position: Q1 2016 in Review

Lenox Wealth Advisors sold out of Andeavor (ANDV) in Q1 2016, closing a stake of 36 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in ANDV in Q4 2013 and held it in 2 quarters. The position peaked at $4K in Q4 2015. 494 funds tracked by Wall St. Rank hold ANDV as of Q1 2016.

  • Lenox Wealth Advisors reported no remaining Andeavor position as of Q1 2016 after selling out during the quarter.
  • Lenox Wealth Advisors sold 36 Andeavor shares in Q1 2016, an estimated $4K.
  • Lenox Wealth Advisors first reported a position in Andeavor in Q4 2013 and held it in 2 quarters.
  • Lenox Wealth Advisors's Andeavor position peaked at $4K in Q4 2015.
  • 494 funds tracked by Wall St. Rank held Andeavor as of Q1 2016.

Based on Lenox Wealth Advisors's 13F filing for Q1 2016, filed 11 Apr 2016.