SIC
ANDX

Salem Investment Counselors’s Andeavor Logistics LP ANDX Stock Holding History

Salem Investment Counselors’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
-10,000
Closed -$517K – 699
2017
Q2 		$517K Hold
10,000
– – 0.06% 163
2017
Q1 		$545K Buy
+10,000
New +$555K 0.06% 178
2016
Q4 		– Sell
-500
Closed -$242 – 714
2016
Q3 		$242 Buy
+500
New +$23.8K ﹤0.01% 362
2015
Q1 		– Sell
-4,500
Closed -$265K – 276
2014
Q4 		$265K Buy
+4,500
New +$262K 0.03% 234

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 23.41% 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

Salem Investment Counselors's ANDX Position: Q3 2017 in Review

Salem Investment Counselors sold out of Andeavor Logistics LP (ANDX) in Q3 2017, closing a stake of 10,000 shares — an estimated $517K sold.

Salem Investment Counselors first reported a position in ANDX in Q4 2014 and held it in 4 quarters. The position peaked at $545K in Q1 2017. 156 funds tracked by Wall St. Rank hold ANDX as of Q3 2017.

  • Salem Investment Counselors reported no remaining Andeavor Logistics LP position as of Q3 2017 after selling out during the quarter.
  • Salem Investment Counselors sold 10,000 Andeavor Logistics LP shares in Q3 2017, an estimated $517K.
  • Salem Investment Counselors first reported a position in Andeavor Logistics LP in Q4 2014 and held it in 4 quarters.
  • Salem Investment Counselors's Andeavor Logistics LP position peaked at $545K in Q1 2017.
  • 156 funds tracked by Wall St. Rank held Andeavor Logistics LP as of Q3 2017.

Based on Salem Investment Counselors's 13F filing for Q3 2017, filed 16 Nov 2017.