RNS
ANDX

Robert N. Shapiro’s Andeavor Logistics LP ANDX Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$160K Buy
2,717
+667
+33% +$38.8K 0.03% 281
2014
Q3 		$145K Sell
2,050
-667
-25% -$46.8K 0.03% 324
2014
Q2 		$199K Hold
2,717
– – 0.04% 272
2014
Q1 		$164K Buy
2,717
+335
+14% +$19.2K 0.03% 294
2013
Q4 		$125K Hold
2,382
– – 0.02% 340
2013
Q3 		$138K Buy
2,382
+485
+26% +$26.8K 0.02% 336
2013
Q2 		$115K Buy
+1,897
New +$111K 0.02% 356

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Robert N. Shapiro's ANDX Position: Q4 2014 in Review

Robert N. Shapiro increased its Andeavor Logistics LP (ANDX) stake by 33% in Q4 2014, buying an estimated $38.8K and bringing the position to 2,717 shares worth $160K. The position accounts for 0.03% of the portfolio, ranked #281.

Robert N. Shapiro first reported a position in ANDX in Q2 2013 and has held it in 7 quarters since. The position peaked at $199K in Q2 2014. 142 funds tracked by Wall St. Rank hold ANDX as of Q4 2014.

  • Robert N. Shapiro held 2,717 shares of Andeavor Logistics LP worth $160K as of Q4 2014.
  • Robert N. Shapiro bought 667 Andeavor Logistics LP shares in Q4 2014, an estimated $38.8K.
  • Andeavor Logistics LP made up 0.03% of Robert N. Shapiro's portfolio in Q4 2014, its #281 holding.
  • Robert N. Shapiro first reported a position in Andeavor Logistics LP in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Andeavor Logistics LP position peaked at $199K in Q2 2014.
  • 142 funds tracked by Wall St. Rank held Andeavor Logistics LP as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.