SNT
ANDV

Security National Trust’s Andeavor ANDV Stock Holding History

Security National Trust’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
2014
Q3 		– Sell
-25
Closed -$1K – 556
2014
Q2 		$1K Hold
25
– – ﹤0.01% 525
2014
Q1 		$1K Hold
25
– – ﹤0.01% 525
2013
Q4 		$1K Hold
25
– – ﹤0.01% 526
2013
Q3 		$1K Buy
+25
New +$1.25K ﹤0.01% 525

Other funds holding ANDV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HP
Hound Partners New York $863M AUM 11.22% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return

Security National Trust's ANDV Position: Q3 2014 in Review

Security National Trust sold out of Andeavor (ANDV) in Q3 2014, closing a stake of 25 shares — an estimated $1K sold.

Security National Trust first reported a position in ANDV in Q3 2013 and held it in 4 quarters. The position peaked at $1K in Q2 2014. 392 funds tracked by Wall St. Rank hold ANDV as of Q3 2014.

  • Security National Trust reported no remaining Andeavor position as of Q3 2014 after selling out during the quarter.
  • Security National Trust sold 25 Andeavor shares in Q3 2014, an estimated $1K.
  • Security National Trust first reported a position in Andeavor in Q3 2013 and held it in 4 quarters.
  • Security National Trust's Andeavor position peaked at $1K in Q2 2014.
  • 392 funds tracked by Wall St. Rank held Andeavor as of Q3 2014.

Based on Security National Trust's 13F filing for Q3 2014, filed 5 Nov 2014.