TL
ANDV

TrueWealth LLC’s Andeavor ANDV Stock Holding History

TrueWealth LLC’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
-55
Closed -$8K – 850
2018
Q3 		$8K Hold
55
– – ﹤0.01% 538
2018
Q2 		$7K Hold
55
– – ﹤0.01% 568
2018
Q1 		$6K Hold
55
– – ﹤0.01% 562
2017
Q4 		$6K Buy
+55
New +$5.91K ﹤0.01% 642

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

TrueWealth LLC's ANDV Position: Q4 2018 in Review

TrueWealth LLC sold out of Andeavor (ANDV) in Q4 2018, closing a stake of 55 shares — an estimated $8K sold.

TrueWealth LLC first reported a position in ANDV in Q4 2017 and held it in 4 quarters. The position peaked at $8K in Q3 2018. 4 funds tracked by Wall St. Rank hold ANDV as of Q4 2018.

  • TrueWealth LLC reported no remaining Andeavor position as of Q4 2018 after selling out during the quarter.
  • TrueWealth LLC sold 55 Andeavor shares in Q4 2018, an estimated $8K.
  • TrueWealth LLC first reported a position in Andeavor in Q4 2017 and held it in 4 quarters.
  • TrueWealth LLC's Andeavor position peaked at $8K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Andeavor as of Q4 2018.

Based on TrueWealth LLC's 13F filing for Q4 2018, filed 18 Jan 2019.