SPIA
ANDV

Steward Partners Investment Advisory’s Andeavor ANDV Stock Holding History

Steward Partners Investment Advisory’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
2018
Q4 		– Sell
-2,236
Closed -$343K – 2578
2018
Q3 		$343K Sell
2,236
-210
-9% -$31K 0.02% 588
2018
Q2 		$321K Sell
2,446
-553
-18% -$72.8K 0.02% 549
2018
Q1 		$301K Sell
2,999
-2,400
-44% -$250K 0.02% 537
2017
Q4 		$617K Buy
5,399
+1,511
+39% +$162K 0.05% 321
2017
Q3 		$401K Sell
3,888
-304
-7% -$29.9K 0.04% 337
2017
Q2 		$392K Sell
4,192
-1,447
-26% -$122K 0.04% 311
2017
Q1 		$457K Buy
5,639
+5,447
+2,837% +$456K 0.07% 205
2016
Q4 		$16K Buy
+192
New +$16.3K 0.01% 481

Other funds holding ANDV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CI
Capital Innovations Pewaukee, Wisconsin $399K AUM
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Steward Partners Investment Advisory's ANDV Position: Q4 2018 in Review

Steward Partners Investment Advisory sold out of Andeavor (ANDV) in Q4 2018, closing a stake of 2,236 shares — an estimated $343K sold.

Steward Partners Investment Advisory first reported a position in ANDV in Q4 2016 and held it in 8 quarters. The position peaked at $617K in Q4 2017. 4 funds tracked by Wall St. Rank hold ANDV as of Q4 2018.

  • Steward Partners Investment Advisory reported no remaining Andeavor position as of Q4 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 2,236 Andeavor shares in Q4 2018, an estimated $343K.
  • Steward Partners Investment Advisory first reported a position in Andeavor in Q4 2016 and held it in 8 quarters.
  • Steward Partners Investment Advisory's Andeavor position peaked at $617K in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Andeavor as of Q4 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2018, filed 15 Jan 2019.