SWM
ANDX

Stockman Wealth Management’s Andeavor Logistics LP ANDX Stock Holding History

Stockman Wealth Management’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
2017
Q4 		– Sell
-4,458
Closed -$223K – 160
2017
Q3 		$223K Buy
+4,458
New +$223K 0.11% 131

Other funds holding ANDX

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stockman Wealth Management's ANDX Position: Q4 2017 in Review

Stockman Wealth Management sold out of Andeavor Logistics LP (ANDX) in Q4 2017, closing a stake of 4,458 shares — an estimated $223K sold.

Stockman Wealth Management first reported a position in ANDX in Q3 2017 and held it in 1 quarter. The position peaked at $223K in Q3 2017. 180 funds tracked by Wall St. Rank hold ANDX as of Q4 2017.

  • Stockman Wealth Management reported no remaining Andeavor Logistics LP position as of Q4 2017 after selling out during the quarter.
  • Stockman Wealth Management sold 4,458 Andeavor Logistics LP shares in Q4 2017, an estimated $223K.
  • Stockman Wealth Management first reported a position in Andeavor Logistics LP in Q3 2017 and held it in 1 quarter.
  • Stockman Wealth Management's Andeavor Logistics LP position peaked at $223K in Q3 2017.
  • 180 funds tracked by Wall St. Rank held Andeavor Logistics LP as of Q4 2017.

Based on Stockman Wealth Management's 13F filing for Q4 2017, filed 12 Feb 2018.