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RIA
ANDV
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
$5.7T AUM
30.48%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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