SCA
ANDX

Stokes Capital Advisors’s Andeavor Logistics LP ANDX Stock Holding History

Stokes Capital 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
2018
Q4 		– Sell
-8,490
Closed -$412K – 88
2018
Q3 		$412K Hold
8,490
– – 0.25% 74
2018
Q2 		$361K Sell
8,490
-225
-3% -$10.1K 0.24% 76
2018
Q1 		$391K Sell
8,715
-250
-3% -$12.2K 0.26% 77
2017
Q4 		$414K Buy
+8,965
New +$414K 0.28% 76

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

Stokes Capital Advisors's ANDX Position: Q4 2018 in Review

Stokes Capital Advisors sold out of Andeavor Logistics LP (ANDX) in Q4 2018, closing a stake of 8,490 shares — an estimated $412K sold.

Stokes Capital Advisors first reported a position in ANDX in Q4 2017 and held it in 4 quarters. The position peaked at $414K in Q4 2017. 158 funds tracked by Wall St. Rank hold ANDX as of Q4 2018.

  • Stokes Capital Advisors reported no remaining Andeavor Logistics LP position as of Q4 2018 after selling out during the quarter.
  • Stokes Capital Advisors sold 8,490 Andeavor Logistics LP shares in Q4 2018, an estimated $412K.
  • Stokes Capital Advisors first reported a position in Andeavor Logistics LP in Q4 2017 and held it in 4 quarters.
  • Stokes Capital Advisors's Andeavor Logistics LP position peaked at $414K in Q4 2017.
  • 158 funds tracked by Wall St. Rank held Andeavor Logistics LP as of Q4 2018.

Based on Stokes Capital Advisors's 13F filing for Q4 2018, filed 15 Jan 2019.