TFA
ANDV

Transamerica Financial Advisors’s Andeavor ANDV Stock Holding History

Transamerica Financial Advisors’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
-78
Closed -$12K – 540
2018
Q3 		$12K Buy
78
+66
+550% +$9.74K ﹤0.01% 282
2018
Q2 		$2K Sell
12
-824
-99% -$109K ﹤0.01% 336
2018
Q1 		$85K Sell
836
-10,211
-92% -$1.06M 0.01% 217
2017
Q4 		$1.26M Sell
11,047
-149
-1% -$16K 0.17% 140
2017
Q3 		$1.16M Sell
11,196
-392
-3% -$38.6K 0.14% 143
2017
Q2 		$1.08M Sell
11,588
-2,180
-16% -$184K 0.15% 127
2017
Q1 		$1.12M Sell
13,768
-18
-0.1% -$1.51K 0.13% 144
2016
Q4 		$1.21M Buy
13,786
+70
+0.5% +$5.94K 0.14% 141
2016
Q3 		$1.09M Buy
13,716
+1,170
+9% +$90.2K 0.12% 149
2016
Q2 		$940K Buy
+12,546
New +$995K 0.09% 157
2015
Q3 		– Sell
-1
Closed -$1K – 933
2015
Q2 		$1K Hold
1
– – ﹤0.01% 876
2015
Q1 		$1K Sell
1
-11
-92% -$923 ﹤0.01% 876
2014
Q4 		$1K Buy
+12
New +$847 ﹤0.01% 717

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

Transamerica Financial Advisors's ANDV Position: Q4 2018 in Review

Transamerica Financial Advisors sold out of Andeavor (ANDV) in Q4 2018, closing a stake of 78 shares — an estimated $12K sold.

Transamerica Financial Advisors first reported a position in ANDV in Q4 2014 and held it in 13 quarters. The position peaked at $1.26M in Q4 2017. 4 funds tracked by Wall St. Rank hold ANDV as of Q4 2018.

  • Transamerica Financial Advisors reported no remaining Andeavor position as of Q4 2018 after selling out during the quarter.
  • Transamerica Financial Advisors sold 78 Andeavor shares in Q4 2018, an estimated $12K.
  • Transamerica Financial Advisors first reported a position in Andeavor in Q4 2014 and held it in 13 quarters.
  • Transamerica Financial Advisors's Andeavor position peaked at $1.26M in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Andeavor as of Q4 2018.

Based on Transamerica Financial Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.