NWM
ANDX

Northwest Wealth Management’s Andeavor Logistics LP ANDX Stock Holding History

Northwest Wealth Management’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
2019
Q2 		– Sell
-96
Closed -$3K – 531
2019
Q1 		$3K Hold
96
– – ﹤0.01% 464
2018
Q4 		$3K Hold
96
– – ﹤0.01% 446
2018
Q3 		$5K Hold
96
– – ﹤0.01% 432
2018
Q2 		$4K Hold
96
– – ﹤0.01% 440
2018
Q1 		$4K Buy
+96
New +$4.68K ﹤0.01% 451

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 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Northwest Wealth Management's ANDX Position: Q2 2019 in Review

Northwest Wealth Management sold out of Andeavor Logistics LP (ANDX) in Q2 2019, closing a stake of 96 shares — an estimated $3K sold.

Northwest Wealth Management first reported a position in ANDX in Q1 2018 and held it in 5 quarters. The position peaked at $5K in Q3 2018. 166 funds tracked by Wall St. Rank hold ANDX as of Q2 2019.

  • Northwest Wealth Management reported no remaining Andeavor Logistics LP position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 96 Andeavor Logistics LP shares in Q2 2019, an estimated $3K.
  • Northwest Wealth Management first reported a position in Andeavor Logistics LP in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's Andeavor Logistics LP position peaked at $5K in Q3 2018.
  • 166 funds tracked by Wall St. Rank held Andeavor Logistics LP as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.