Summit Financial’s Andeavor Logistics LP ANDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-18,665
Closed -$678K 44
2019
Q2
$678K Buy
18,665
+2,479
+15% +$86.9K 0.11% 29
2019
Q1
$571K Sell
16,186
-149
-0.9% -$5.28K 0.1% 33
2018
Q4
$531K Buy
+16,335
New +$650K 0.1% 32

Other funds holding ANDX

Summit Financial's ANDX Position: Q3 2019 in Review

Summit Financial sold out of Andeavor Logistics LP (ANDX) in Q3 2019, closing a stake of 18,665 shares — an estimated $678K sold.

Summit Financial first reported a position in ANDX in Q4 2018 and held it in 3 quarters. The position peaked at $678K in Q2 2019. 1 fund tracked by Wall St. Rank holds ANDX as of Q3 2019.

  • Summit Financial reported no remaining Andeavor Logistics LP position as of Q3 2019 after selling out during the quarter.
  • Summit Financial sold 18,665 Andeavor Logistics LP shares in Q3 2019, an estimated $678K.
  • Summit Financial first reported a position in Andeavor Logistics LP in Q4 2018 and held it in 3 quarters.
  • Summit Financial's Andeavor Logistics LP position peaked at $678K in Q2 2019.
  • 1 fund tracked by Wall St. Rank held Andeavor Logistics LP as of Q3 2019.

Based on Summit Financial's 13F filing for Q3 2019, filed 4 Nov 2019.