SWMG
ANDX

Signature Wealth Management Group’s Andeavor Logistics LP ANDX Stock Holding History

Signature Wealth Management Group’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
2018
Q4 		– Sell
-127
Closed -$5K – 328
2018
Q3 		$5K Hold
127
– – ﹤0.01% 256
2018
Q2 		$5K Hold
127
– – ﹤0.01% 256
2018
Q1 		$6K Hold
127
– – ﹤0.01% 237
2017
Q4 		$6K Buy
+127
New +$5.87K ﹤0.01% 244

Other funds holding ANDX

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Signature Wealth Management Group's ANDX Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Andeavor Logistics LP (ANDX) in Q4 2018, closing a stake of 127 shares — an estimated $5K sold.

Signature Wealth Management Group first reported a position in ANDX in Q4 2017 and held it in 4 quarters. The position peaked at $6K in Q1 2018. 158 funds tracked by Wall St. Rank hold ANDX as of Q4 2018.

  • Signature Wealth Management Group reported no remaining Andeavor Logistics LP position as of Q4 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 127 Andeavor Logistics LP shares in Q4 2018, an estimated $5K.
  • Signature Wealth Management Group first reported a position in Andeavor Logistics LP in Q4 2017 and held it in 4 quarters.
  • Signature Wealth Management Group's Andeavor Logistics LP position peaked at $6K in Q1 2018.
  • 158 funds tracked by Wall St. Rank held Andeavor Logistics LP as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.