TIM
ANDX

Tortoise Investment Management’s Andeavor Logistics LP ANDX Stock Holding History

Tortoise Investment Management’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
2015
Q2 		– Sell
-150
Closed -$8K – 459
2015
Q1 		$8K Sell
150
-140
-48% -$7.71K ﹤0.01% 319
2014
Q4 		$17K Sell
290
-350
-55% -$20.4K 0.01% 289
2014
Q3 		$45K Buy
640
+480
+300% +$33.7K 0.02% 214
2014
Q2 		$12K Buy
+160
New +$10.9K 0.01% 308

Other funds holding ANDX

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Tortoise Investment Management's ANDX Position: Q2 2015 in Review

Tortoise Investment Management sold out of Andeavor Logistics LP (ANDX) in Q2 2015, closing a stake of 150 shares — an estimated $8K sold.

Tortoise Investment Management first reported a position in ANDX in Q2 2014 and held it in 4 quarters. The position peaked at $45K in Q3 2014. 143 funds tracked by Wall St. Rank hold ANDX as of Q2 2015.

  • Tortoise Investment Management reported no remaining Andeavor Logistics LP position as of Q2 2015 after selling out during the quarter.
  • Tortoise Investment Management sold 150 Andeavor Logistics LP shares in Q2 2015, an estimated $8K.
  • Tortoise Investment Management first reported a position in Andeavor Logistics LP in Q2 2014 and held it in 4 quarters.
  • Tortoise Investment Management's Andeavor Logistics LP position peaked at $45K in Q3 2014.
  • 143 funds tracked by Wall St. Rank held Andeavor Logistics LP as of Q2 2015.

Based on Tortoise Investment Management's 13F filing for Q2 2015, filed 23 Jul 2015.