RWA
ANDX

Ropes Wealth Advisors’s Andeavor Logistics LP ANDX Stock Holding History

Ropes Wealth Advisors’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
Q3 		– Sell
-193
Closed -$10K – 727
2017
Q2 		$10K Buy
+193
New +$10.1K ﹤0.01% 461

Other funds holding ANDX

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Ropes Wealth Advisors's ANDX Position: Q3 2017 in Review

Ropes Wealth Advisors sold out of Andeavor Logistics LP (ANDX) in Q3 2017, closing a stake of 193 shares — an estimated $10K sold.

Ropes Wealth Advisors first reported a position in ANDX in Q2 2017 and held it in 1 quarter. The position peaked at $10K in Q2 2017. 156 funds tracked by Wall St. Rank hold ANDX as of Q3 2017.

  • Ropes Wealth Advisors reported no remaining Andeavor Logistics LP position as of Q3 2017 after selling out during the quarter.
  • Ropes Wealth Advisors sold 193 Andeavor Logistics LP shares in Q3 2017, an estimated $10K.
  • Ropes Wealth Advisors first reported a position in Andeavor Logistics LP in Q2 2017 and held it in 1 quarter.
  • Ropes Wealth Advisors's Andeavor Logistics LP position peaked at $10K in Q2 2017.
  • 156 funds tracked by Wall St. Rank held Andeavor Logistics LP as of Q3 2017.

Based on Ropes Wealth Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.