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

Rockefeller 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
2017 Q4	–	Sell	-200	Closed	-$10K	–	544
2017 Q3	$10K	Hold	200	–	–	﹤0.01%	504
2017 Q2	$10K	Sell	200 -210	-51%	-$11K	﹤0.01%	423
2017 Q1	$22K	Hold	410	–	–	﹤0.01%	425
2016 Q4	$21K	Hold	410	–	–	﹤0.01%	452
2016 Q3	$20K	Hold	410	–	–	﹤0.01%	422
2016 Q2	$20K	Hold	410	–	–	﹤0.01%	432
2016 Q1	$19K	Hold	410	–	–	﹤0.01%	487
2015 Q4	$21K	Hold	410	–	–	﹤0.01%	479
2015 Q3	$18K	Hold	410	–	–	﹤0.01%	462
2015 Q2	$23K	Hold	410	–	–	﹤0.01%	416
2015 Q1	$22K	Hold	410	–	–	﹤0.01%	453
2014 Q4	$24K	Hold	410	–	–	﹤0.01%	420
2014 Q3	$29K	Hold	410	–	–	﹤0.01%	421
2014 Q2	$30K	Hold	410	–	–	﹤0.01%	439
2014 Q1	$25K	Hold	410	–	–	﹤0.01%	454
2013 Q4	$21K	Hold	410	–	–	﹤0.01%	439
2013 Q3	$24K	Hold	410	–	–	﹤0.01%	443
2013 Q2	$25K	Buy	+410	New	+$24.1K	﹤0.01%	440

Other funds holding ANDX

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rockefeller Financial Services's ANDX Position: Q4 2017 in Review

Rockefeller Financial Services sold out of Andeavor Logistics LP (ANDX) in Q4 2017, closing a stake of 200 shares — an estimated $10K sold.

Rockefeller Financial Services first reported a position in ANDX in Q2 2013 and held it in 18 quarters. The position peaked at $30K in Q2 2014. 180 funds tracked by Wall St. Rank hold ANDX as of Q4 2017.

Rockefeller Financial Services reported no remaining Andeavor Logistics LP position as of Q4 2017 after selling out during the quarter.
Rockefeller Financial Services sold 200 Andeavor Logistics LP shares in Q4 2017, an estimated $10K.
Rockefeller Financial Services first reported a position in Andeavor Logistics LP in Q2 2013 and held it in 18 quarters.
Rockefeller Financial Services's Andeavor Logistics LP position peaked at $30K in Q2 2014.
180 funds tracked by Wall St. Rank held Andeavor Logistics LP as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.