SMFS
ANDX

Squar Milner Financial Services’s Andeavor Logistics LP ANDX Stock Holding History

Squar Milner Financial Services’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
Q3 		– Sell
-1,100
Closed -$47K – 894
2018
Q2 		$47K Buy
+1,100
New +$49.2K 0.04% 341

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Squar Milner Financial Services's ANDX Position: Q3 2018 in Review

Squar Milner Financial Services sold out of Andeavor Logistics LP (ANDX) in Q3 2018, closing a stake of 1,100 shares — an estimated $47K sold.

Squar Milner Financial Services first reported a position in ANDX in Q2 2018 and held it in 1 quarter. The position peaked at $47K in Q2 2018. 180 funds tracked by Wall St. Rank hold ANDX as of Q3 2018.

  • Squar Milner Financial Services reported no remaining Andeavor Logistics LP position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 1,100 Andeavor Logistics LP shares in Q3 2018, an estimated $47K.
  • Squar Milner Financial Services first reported a position in Andeavor Logistics LP in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's Andeavor Logistics LP position peaked at $47K in Q2 2018.
  • 180 funds tracked by Wall St. Rank held Andeavor Logistics LP as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.