Proficio Capital Partners’s Andeavor Logistics LP ANDX Stock Holding History

Proficio Capital Partners’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	-971	Closed	-$44K	–	1363
2018 Q1	$44K	Sell	971 -1	-0.1%	-$49	0.01%	378
2017 Q4	$45K	Sell	972 -4,536	-82%	-$210K	0.01%	378
2017 Q3	$276K	Hold	5,508	–	–	0.11%	115
2017 Q2	$283K	Buy	5,508 +331	+6%	+$17.4K	0.12%	125
2017 Q1	$279K	Sell	5,177 -279	-5%	-$15.5K	0.12%	119
2016 Q4	$277K	Hold	5,456	–	–	0.12%	116
2016 Q3	$264K	Hold	5,456	–	–	0.15%	112
2016 Q2	$269K	Hold	5,456	–	–	0.17%	107
2016 Q1	$249K	Buy	5,456 +997	+22%	+$43.6K	0.21%	87
2015 Q4	$224K	Buy	+4,459	New	+$226K	0.22%	74

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Proficio Capital Partners's ANDX Position: Q2 2018 in Review

Proficio Capital Partners sold out of Andeavor Logistics LP (ANDX) in Q2 2018, closing a stake of 971 shares — an estimated $44K sold.

Proficio Capital Partners first reported a position in ANDX in Q4 2015 and held it in 10 quarters. The position peaked at $283K in Q2 2017. 181 funds tracked by Wall St. Rank hold ANDX as of Q2 2018.

Proficio Capital Partners reported no remaining Andeavor Logistics LP position as of Q2 2018 after selling out during the quarter.
Proficio Capital Partners sold 971 Andeavor Logistics LP shares in Q2 2018, an estimated $44K.
Proficio Capital Partners first reported a position in Andeavor Logistics LP in Q4 2015 and held it in 10 quarters.
Proficio Capital Partners's Andeavor Logistics LP position peaked at $283K in Q2 2017.
181 funds tracked by Wall St. Rank held Andeavor Logistics LP as of Q2 2018.

Based on Proficio Capital Partners's 13F filing for Q2 2018, filed 10 Aug 2018.