UBS AM
ANDX

UBS AM’s Andeavor Logistics LP ANDX Stock Holding History

UBS AM’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
2019
Q2 		– Sell
-154
Closed -$5.43K – 2901
2019
Q1 		$5.43K Sell
154
-1,213
-89% -$43K ﹤0.01% 2722
2018
Q4 		$44.4K Hold
1,367
– – ﹤0.01% 2573
2018
Q3 		$66.4K Hold
1,367
– – ﹤0.01% 2549
2018
Q2 		$58.1K Buy
+1,367
New +$61.1K ﹤0.01% 2584

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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

UBS AM's ANDX Position: Q2 2019 in Review

UBS AM sold out of Andeavor Logistics LP (ANDX) in Q2 2019, closing a stake of 154 shares — an estimated $5.43K sold.

UBS AM first reported a position in ANDX in Q2 2018 and held it in 4 quarters. The position peaked at $66.4K in Q3 2018. 166 funds tracked by Wall St. Rank hold ANDX as of Q2 2019.

  • UBS AM reported no remaining Andeavor Logistics LP position as of Q2 2019 after selling out during the quarter.
  • UBS AM sold 154 Andeavor Logistics LP shares in Q2 2019, an estimated $5.43K.
  • UBS AM first reported a position in Andeavor Logistics LP in Q2 2018 and held it in 4 quarters.
  • UBS AM's Andeavor Logistics LP position peaked at $66.4K in Q3 2018.
  • 166 funds tracked by Wall St. Rank held Andeavor Logistics LP as of Q2 2019.

Based on UBS AM's 13F filing for Q2 2019, filed 15 Aug 2019.