RWA
ANDV

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
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CI
Capital Innovations Pewaukee, Wisconsin $399K AUM
AWM
Alterna Wealth Management Houston, Texas $132M AUM 13.71% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return