SLF
ANDV

Sun Life Financial’s Andeavor ANDV Stock Holding History

Sun Life Financial’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
-381
Closed -$58K – 645
2018
Q3 		$58K Buy
381
+4
+1% +$591 0.01% 412
2018
Q2 		$49K Buy
377
+312
+480% +$41.1K 0.01% 435
2018
Q1 		$647 Sell
65
-250
-79% -$26.1K 0.01% 393
2017
Q4 		$36K Sell
315
-748
-70% -$80.4K ﹤0.01% 319
2017
Q3 		$110K Sell
1,063
-45
-4% -$4.43K 0.01% 324
2017
Q2 		$104K Buy
1,108
+1,103
+22,060% +$93.1K 0.01% 333
2017
Q1 		$63 Buy
+5
New +$419 ﹤0.01% 482

Other funds holding ANDV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CI
Capital Innovations Pewaukee, Wisconsin $385M 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

Sun Life Financial's ANDV Position: Q4 2018 in Review

Sun Life Financial sold out of Andeavor (ANDV) in Q4 2018, closing a stake of 381 shares — an estimated $58K sold.

Sun Life Financial first reported a position in ANDV in Q1 2017 and held it in 7 quarters. The position peaked at $110K in Q3 2017. 4 funds tracked by Wall St. Rank hold ANDV as of Q4 2018.

  • Sun Life Financial reported no remaining Andeavor position as of Q4 2018 after selling out during the quarter.
  • Sun Life Financial sold 381 Andeavor shares in Q4 2018, an estimated $58K.
  • Sun Life Financial first reported a position in Andeavor in Q1 2017 and held it in 7 quarters.
  • Sun Life Financial's Andeavor position peaked at $110K in Q3 2017.
  • 4 funds tracked by Wall St. Rank held Andeavor as of Q4 2018.

Based on Sun Life Financial's 13F filing for Q4 2018, filed 6 Feb 2019.