UCFA
ANDV

United Capital Financial Advisors’s Andeavor ANDV Stock Holding History

United Capital 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
-23,185
Closed -$3.56M – 1407
2018
Q3 		$3.56M Buy
23,185
+683
+3% +$101K 0.03% 496
2018
Q2 		$2.95M Sell
22,502
-1,114
-5% -$147K 0.02% 510
2018
Q1 		$2.38M Buy
23,616
+1,250
+6% +$130K 0.02% 545
2017
Q4 		$2.56M Sell
22,366
-2,094
-9% -$225K 0.02% 534
2017
Q3 		$2.52M Buy
24,460
+2,152
+10% +$212K 0.02% 521
2017
Q2 		$2.09M Buy
22,308
+1,014
+5% +$85.5K 0.02% 559
2017
Q1 		$1.73M Sell
21,294
-14
-0.1% -$1.17K 0.02% 600
2016
Q4 		$1.86M Sell
21,308
-10,595
-33% -$899K 0.02% 580
2016
Q3 		$2.54M Buy
31,903
+9,884
+45% +$762K 0.02% 528
2016
Q2 		$1.65M Sell
22,019
-1,787
-8% -$142K 0.02% 602
2016
Q1 		$2.05M Sell
23,806
-558
-2% -$47.9K 0.02% 525
2015
Q4 		$2.57M Sell
24,364
-65
-0.3% -$7.01K 0.03% 500
2015
Q3 		$2.38M Sell
24,429
-10,211
-29% -$992K 0.03% 497
2015
Q2 		$2.92M Buy
34,640
+1,089
+3% +$94.5K 0.03% 491
2015
Q1 		$2.88M Buy
33,551
+2,390
+8% +$201K 0.04% 471
2014
Q4 		$2.32M Buy
31,161
+19
+0.1% +$1.34K 0.03% 435
2014
Q3 		$1.9M Buy
31,142
+1
+0% +$62 0.03% 445
2014
Q2 		$1.83M Buy
31,141
+138
+0.4% +$7.61K 0.03% 434
2014
Q1 		$1.57M Buy
+31,003
New +$1.61M 0.03% 403
2013
Q4 		– Sell
-30,397
Closed -$1.34M – 788
2013
Q3 		$1.34M Sell
30,397
-402
-1% -$20K 0.04% 306
2013
Q2 		$1.61M Buy
+30,799
New +$1.72M 0.04% 336

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

United Capital Financial Advisors sold out of Andeavor (ANDV) in Q4 2018, closing a stake of 23,185 shares — an estimated $3.56M sold.

United Capital Financial Advisors first reported a position in ANDV in Q2 2013 and held it in 21 quarters. The position peaked at $3.56M in Q3 2018. 4 funds tracked by Wall St. Rank hold ANDV as of Q4 2018.

  • United Capital Financial Advisors reported no remaining Andeavor position as of Q4 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 23,185 Andeavor shares in Q4 2018, an estimated $3.56M.
  • United Capital Financial Advisors first reported a position in Andeavor in Q2 2013 and held it in 21 quarters.
  • United Capital Financial Advisors's Andeavor position peaked at $3.56M in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Andeavor as of Q4 2018.

Based on United Capital Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.