MWM
ANDV

Meridian Wealth Management’s Andeavor ANDV Stock Holding History

Meridian 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
2018
Q4 		– Sell
-1,835
Closed -$282K – 206
2018
Q3 		$282K Sell
1,835
-200
-10% -$29.5K 0.12% 138
2018
Q2 		$267K Buy
+2,035
New +$268K 0.13% 148
2017
Q1 		– Sell
-2,975
Closed -$248K – 184
2016
Q4 		$248K Buy
+2,975
New +$252K 0.2% 106

Other funds holding ANDV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CI
Capital Innovations Pewaukee, Wisconsin $399K AUM
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return