UAS
ANDV

United Asset Strategies’s Andeavor ANDV Stock Holding History

United Asset Strategies’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
-7,939
Closed -$1.22M – 223
2018
Q3 		$1.22M Buy
7,939
+165
+2% +$24.4K 0.29% 81
2018
Q2 		$1.02M Buy
7,774
+615
+9% +$81K 0.27% 92
2018
Q1 		$720K Buy
7,159
+438
+7% +$45.7K 0.21% 105
2017
Q4 		$768K Buy
+6,721
New +$723K 0.21% 101

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 $953M AUM 24.79% 1-Year Est. Return

United Asset Strategies's ANDV Position: Q4 2018 in Review

United Asset Strategies sold out of Andeavor (ANDV) in Q4 2018, closing a stake of 7,939 shares — an estimated $1.22M sold.

United Asset Strategies first reported a position in ANDV in Q4 2017 and held it in 4 quarters. The position peaked at $1.22M in Q3 2018. 4 funds tracked by Wall St. Rank hold ANDV as of Q4 2018.

  • United Asset Strategies reported no remaining Andeavor position as of Q4 2018 after selling out during the quarter.
  • United Asset Strategies sold 7,939 Andeavor shares in Q4 2018, an estimated $1.22M.
  • United Asset Strategies first reported a position in Andeavor in Q4 2017 and held it in 4 quarters.
  • United Asset Strategies's Andeavor position peaked at $1.22M in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Andeavor as of Q4 2018.

Based on United Asset Strategies's 13F filing for Q4 2018, filed 11 Feb 2019.