UA
ANDV

Unison Advisors’s Andeavor ANDV Stock Holding History

Unison 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
-13,018
Closed -$2M – 183
2018
Q3 		$2M Buy
13,018
+56
+0.4% +$8.27K 1.4% 11
2018
Q2 		$1.7M Sell
12,962
-5,637
-30% -$742K 1.25% 14
2018
Q1 		$1.87M Buy
18,599
+92
+0.5% +$9.59K 1.4% 11
2017
Q4 		$2.12M Buy
+18,507
New +$1.99M 1.54% 6

Other funds holding ANDV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CI
Capital Innovations Pewaukee, Wisconsin $399K AUM
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return