MYIA
ANDV

Mount Yale Investment Advisors’s Andeavor ANDV Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-2,276
Closed -$299K – 1039
2018
Q2 		$299K Hold
2,276
– – 0.06% 250
2018
Q1 		$229K Buy
+2,276
New +$237K 0.05% 278

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mount Yale Investment Advisors's ANDV Position: Q3 2018 in Review

Mount Yale Investment Advisors sold out of Andeavor (ANDV) in Q3 2018, closing a stake of 2,276 shares — an estimated $299K sold.

Mount Yale Investment Advisors first reported a position in ANDV in Q1 2018 and held it in 2 quarters. The position peaked at $299K in Q2 2018. 540 funds tracked by Wall St. Rank hold ANDV as of Q3 2018.

  • Mount Yale Investment Advisors reported no remaining Andeavor position as of Q3 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,276 Andeavor shares in Q3 2018, an estimated $299K.
  • Mount Yale Investment Advisors first reported a position in Andeavor in Q1 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Andeavor position peaked at $299K in Q2 2018.
  • 540 funds tracked by Wall St. Rank held Andeavor as of Q3 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.