Ropes Wealth Advisors’s Andeavor ANDV Stock Holding History

Ropes Wealth 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 Q4	–	Sell	-853	Closed	-$131K	–	558
2018 Q3	$131K	Sell	853 -575	-40%	-$84.9K	0.03%	255
2018 Q2	$187K	Buy	1,428 +775	+119%	+$102K	0.05%	229
2018 Q1	$66K	Buy	653 +225	+53%	+$23.5K	0.02%	307
2017 Q4	$49K	Buy	+428	New	+$46K	0.01%	355
2017 Q2	–	Sell	-3	Closed	–	–	607
2017 Q1	$0	Buy	+3	New	+$251	﹤0.01%	578
2016 Q2	–	Sell	-12	Closed	-$1K	–	545
2016 Q1	$1K	Sell	12 -5	-29%	-$429	﹤0.01%	445
2015 Q4	$2K	Buy	+17	New	+$1.83K	﹤0.01%	400

Other funds holding ANDV

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Capital Innovations Pewaukee, Wisconsin $385M AUM

AWM

Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Ropes Wealth Advisors's ANDV Position: Q4 2018 in Review

Ropes Wealth Advisors sold out of Andeavor (ANDV) in Q4 2018, closing a stake of 853 shares — an estimated $131K sold.

Ropes Wealth Advisors first reported a position in ANDV in Q4 2015 and held it in 7 quarters. The position peaked at $187K in Q2 2018. 4 funds tracked by Wall St. Rank hold ANDV as of Q4 2018.

Ropes Wealth Advisors reported no remaining Andeavor position as of Q4 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 853 Andeavor shares in Q4 2018, an estimated $131K.
Ropes Wealth Advisors first reported a position in Andeavor in Q4 2015 and held it in 7 quarters.
Ropes Wealth Advisors's Andeavor position peaked at $187K in Q2 2018.
4 funds tracked by Wall St. Rank held Andeavor as of Q4 2018.

Based on Ropes Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.