MGIA
ANDX

Moneta Group Investment Advisors’s Andeavor Logistics LP ANDX Stock Holding History

Moneta Group Investment Advisors’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
Q2 		– Sell
-2,616
Closed -$117K – 680
2018
Q1 		$117K Hold
2,616
– – 0.02% 227
2017
Q4 		$121K Buy
+2,616
New +$121K 0.02% 227

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 23.41% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Moneta Group Investment Advisors's ANDX Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of Andeavor Logistics LP (ANDX) in Q2 2018, closing a stake of 2,616 shares — an estimated $117K sold.

Moneta Group Investment Advisors first reported a position in ANDX in Q4 2017 and held it in 2 quarters. The position peaked at $121K in Q4 2017. 181 funds tracked by Wall St. Rank hold ANDX as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining Andeavor Logistics LP position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 2,616 Andeavor Logistics LP shares in Q2 2018, an estimated $117K.
  • Moneta Group Investment Advisors first reported a position in Andeavor Logistics LP in Q4 2017 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Andeavor Logistics LP position peaked at $121K in Q4 2017.
  • 181 funds tracked by Wall St. Rank held Andeavor Logistics LP as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.