Regal Investment Advisors’s Andeavor ANDV Stock Holding History

Regal 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	-16,941	Closed	-$2.22M	–	347
2018 Q2	$2.22M	Sell	16,941 -3,763	-18%	-$495K	0.67%	40
2018 Q1	$2.08M	Sell	20,704 -911	-4%	-$95K	0.46%	64
2017 Q4	$2.47M	Sell	21,615 -1,524	-7%	-$164K	0.55%	52
2017 Q3	$2.39M	Sell	23,139 -3,702	-14%	-$364K	0.56%	53
2017 Q2	$2.51M	Sell	26,841 -3,123	-10%	-$263K	0.62%	49
2017 Q1	$2.43M	Buy	+29,964	New	+$2.51M	0.63%	55
2015 Q4	–	Sell	-330	Closed	-$32K	–	999
2015 Q3	$32K	Buy	330 +130	+65%	+$12.6K	0.01%	484
2015 Q2	$16K	Hold	200	–	–	﹤0.01%	590
2015 Q1	$18K	Hold	200	–	–	﹤0.01%	587
2014 Q4	$15K	Hold	200	–	–	﹤0.01%	594
2014 Q3	$12K	Hold	200	–	–	﹤0.01%	663
2014 Q2	$12K	Hold	200	–	–	﹤0.01%	646
2014 Q1	$10K	Hold	200	–	–	﹤0.01%	648
2013 Q4	$12K	Buy	+200	New	+$10.4K	0.01%	560

Other funds holding ANDV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Regal Investment Advisors's ANDV Position: Q3 2018 in Review

Regal Investment Advisors sold out of Andeavor (ANDV) in Q3 2018, closing a stake of 16,941 shares — an estimated $2.22M sold.

Regal Investment Advisors first reported a position in ANDV in Q4 2013 and held it in 14 quarters. The position peaked at $2.51M in Q2 2017. 539 funds tracked by Wall St. Rank hold ANDV as of Q3 2018.

Regal Investment Advisors reported no remaining Andeavor position as of Q3 2018 after selling out during the quarter.
Regal Investment Advisors sold 16,941 Andeavor shares in Q3 2018, an estimated $2.22M.
Regal Investment Advisors first reported a position in Andeavor in Q4 2013 and held it in 14 quarters.
Regal Investment Advisors's Andeavor position peaked at $2.51M in Q2 2017.
539 funds tracked by Wall St. Rank held Andeavor as of Q3 2018.

Based on Regal Investment Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.