PFS
ANDX

Prospera Financial Services’s Andeavor Logistics LP ANDX Stock Holding History

Prospera Financial Services’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
2013
Q4 		– Sell
-7,750
Closed -$454K – 299
2013
Q3 		$454K Buy
7,750
+4,350
+128% +$241K 0.17% 116
2013
Q2 		$209K Buy
+3,400
New +$200K 0.1% 203

Other funds holding ANDX

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Prospera Financial Services's ANDX Position: Q4 2013 in Review

Prospera Financial Services sold out of Andeavor Logistics LP (ANDX) in Q4 2013, closing a stake of 7,750 shares — an estimated $454K sold.

Prospera Financial Services first reported a position in ANDX in Q2 2013 and held it in 2 quarters. The position peaked at $454K in Q3 2013. 111 funds tracked by Wall St. Rank hold ANDX as of Q4 2013.

  • Prospera Financial Services reported no remaining Andeavor Logistics LP position as of Q4 2013 after selling out during the quarter.
  • Prospera Financial Services sold 7,750 Andeavor Logistics LP shares in Q4 2013, an estimated $454K.
  • Prospera Financial Services first reported a position in Andeavor Logistics LP in Q2 2013 and held it in 2 quarters.
  • Prospera Financial Services's Andeavor Logistics LP position peaked at $454K in Q3 2013.
  • 111 funds tracked by Wall St. Rank held Andeavor Logistics LP as of Q4 2013.

Based on Prospera Financial Services's 13F filing for Q4 2013, filed 13 Feb 2014.