SSG
ANDV

Summit Securities Group’s Andeavor ANDV Stock Holding History

Summit Securities Group’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
2017
Q1 		– Sell
-38
Closed -$332K – 427
2016
Q4 		$332K Buy
+38
New +$3.23K 0.07% 183

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 $830M AUM 21.8% 1-Year Est. Return

Summit Securities Group's ANDV Position: Q4 2018 in Review

Summit Securities Group sold out of Andeavor (ANDV) in Q4 2018, closing a stake of 468,193 shares — an estimated $71.9M sold.

Summit Securities Group first reported a position in ANDV in Q4 2013 and held it in 10 quarters. The position peaked at $71.9M in Q3 2018. 4 funds tracked by Wall St. Rank hold ANDV as of Q4 2018.

  • Summit Securities Group reported no remaining Andeavor position as of Q4 2018 after selling out during the quarter.
  • Summit Securities Group sold 468,193 Andeavor shares in Q4 2018, an estimated $71.9M.
  • Summit Securities Group first reported a position in Andeavor in Q4 2013 and held it in 10 quarters.
  • Summit Securities Group's Andeavor position peaked at $71.9M in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Andeavor as of Q4 2018.

Based on Summit Securities Group's 13F filing for Q4 2018, filed 23 Jan 2019.