OIA
ANDV

Optimum Investment Advisors’s Andeavor ANDV Stock Holding History

Optimum 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
Q4 		– Sell
-116
Closed -$18K – 1083
2018
Q3 		$18K Hold
116
– – 0.01% 756
2018
Q2 		$15K Hold
116
– – ﹤0.01% 791
2018
Q1 		$12K Buy
+116
New +$12.1K ﹤0.01% 804

Other funds holding ANDV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CI
Capital Innovations Pewaukee, Wisconsin $385M AUM
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Optimum Investment Advisors's ANDV Position: Q4 2018 in Review

Optimum Investment Advisors sold out of Andeavor (ANDV) in Q4 2018, closing a stake of 116 shares — an estimated $18K sold.

Optimum Investment Advisors first reported a position in ANDV in Q1 2018 and held it in 3 quarters. The position peaked at $18K in Q3 2018. 4 funds tracked by Wall St. Rank hold ANDV as of Q4 2018.

  • Optimum Investment Advisors reported no remaining Andeavor position as of Q4 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 116 Andeavor shares in Q4 2018, an estimated $18K.
  • Optimum Investment Advisors first reported a position in Andeavor in Q1 2018 and held it in 3 quarters.
  • Optimum Investment Advisors's Andeavor position peaked at $18K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Andeavor as of Q4 2018.

Based on Optimum Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.