LWM
ANDV

Lyons Wealth Management’s Andeavor ANDV Stock Holding History

Lyons Wealth Management’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
Q1 		– Sell
-9,644
Closed -$841K – 61
2016
Q4 		$841K Sell
9,644
-261
-3% -$22.1K 1.15% 18
2016
Q3 		$787K Buy
9,905
+909
+10% +$70K 1.09% 25
2016
Q2 		$673K Buy
+8,996
New +$714K 1.02% 29

Other funds holding ANDV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Lyons Wealth Management's ANDV Position: Q1 2017 in Review

Lyons Wealth Management sold out of Andeavor (ANDV) in Q1 2017, closing a stake of 9,644 shares — an estimated $841K sold.

Lyons Wealth Management first reported a position in ANDV in Q2 2016 and held it in 3 quarters. The position peaked at $841K in Q4 2016. 498 funds tracked by Wall St. Rank hold ANDV as of Q1 2017.

  • Lyons Wealth Management reported no remaining Andeavor position as of Q1 2017 after selling out during the quarter.
  • Lyons Wealth Management sold 9,644 Andeavor shares in Q1 2017, an estimated $841K.
  • Lyons Wealth Management first reported a position in Andeavor in Q2 2016 and held it in 3 quarters.
  • Lyons Wealth Management's Andeavor position peaked at $841K in Q4 2016.
  • 498 funds tracked by Wall St. Rank held Andeavor as of Q1 2017.

Based on Lyons Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.