SWS Partners’s Andeavor Logistics LP ANDX Stock Holding History

SWS Partners’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 Q2	–	Sell	-1,617	Closed	-$73K	–	360
2018 Q1	$73K	Buy	1,617 +701	+77%	+$34.2K	0.05%	112
2017 Q4	$42K	Buy	+916	New	+$42.3K	0.03%	160

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

SWS Partners's ANDX Position: Q2 2018 in Review

SWS Partners sold out of Andeavor Logistics LP (ANDX) in Q2 2018, closing a stake of 1,617 shares — an estimated $73K sold.

SWS Partners first reported a position in ANDX in Q4 2017 and held it in 2 quarters. The position peaked at $73K in Q1 2018. 181 funds tracked by Wall St. Rank hold ANDX as of Q2 2018.

SWS Partners reported no remaining Andeavor Logistics LP position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 1,617 Andeavor Logistics LP shares in Q2 2018, an estimated $73K.
SWS Partners first reported a position in Andeavor Logistics LP in Q4 2017 and held it in 2 quarters.
SWS Partners's Andeavor Logistics LP position peaked at $73K in Q1 2018.
181 funds tracked by Wall St. Rank held Andeavor Logistics LP as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.