SFA
ANDX

Sequoia Financial Advisors’s Andeavor Logistics LP ANDX Stock Holding History

Sequoia Financial 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
2014
Q4 		– Sell
-6,270
Closed -$444K – 178
2014
Q3 		$444K Buy
+6,270
New +$440K 0.31% 79
2014
Q2 		– Sell
-10,856
Closed -$654K – 179
2014
Q1 		$654K Buy
10,856
+1,000
+10% +$57.5K 0.54% 48
2013
Q4 		$516K Buy
+9,856
New +$523K 0.43% 67

Other funds holding ANDX

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Sequoia Financial Advisors's ANDX Position: Q4 2014 in Review

Sequoia Financial Advisors sold out of Andeavor Logistics LP (ANDX) in Q4 2014, closing a stake of 6,270 shares — an estimated $444K sold.

Sequoia Financial Advisors first reported a position in ANDX in Q4 2013 and held it in 3 quarters. The position peaked at $654K in Q1 2014. 142 funds tracked by Wall St. Rank hold ANDX as of Q4 2014.

  • Sequoia Financial Advisors reported no remaining Andeavor Logistics LP position as of Q4 2014 after selling out during the quarter.
  • Sequoia Financial Advisors sold 6,270 Andeavor Logistics LP shares in Q4 2014, an estimated $444K.
  • Sequoia Financial Advisors first reported a position in Andeavor Logistics LP in Q4 2013 and held it in 3 quarters.
  • Sequoia Financial Advisors's Andeavor Logistics LP position peaked at $654K in Q1 2014.
  • 142 funds tracked by Wall St. Rank held Andeavor Logistics LP as of Q4 2014.

Based on Sequoia Financial Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.