United Capital Financial Advisors’s Andeavor Logistics LP ANDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-9,856
| Closed | -$358K | – | 1549 |
|
|
2019
Q2 | $358K | Buy |
9,856
+3,208
| +48% | +$112K | ﹤0.01% | 1147 |
|
|
2019
Q1 | $234K | Hold |
6,648
| – | – | ﹤0.01% | 1223 |
|
|
2018
Q4 | $216K | Buy |
6,648
+1,500
| +29% | +$59.6K | ﹤0.01% | 1178 |
|
|
2018
Q3 | $250K | Hold |
5,148
| – | – | ﹤0.01% | 1182 |
|
|
2018
Q2 | $219K | Hold |
5,148
| – | – | ﹤0.01% | 1202 |
|
|
2018
Q1 | $231K | Sell |
5,148
-124
| -2% | -$6.05K | ﹤0.01% | 1191 |
|
|
2017
Q4 | $244K | Sell |
5,272
-99
| -2% | -$4.57K | ﹤0.01% | 1181 |
|
|
2017
Q3 | $269K | Buy |
5,371
+221
| +4% | +$11K | ﹤0.01% | 1146 |
|
|
2017
Q2 | $266K | Hold |
5,150
| – | – | ﹤0.01% | 1111 |
|
|
2017
Q1 | $281K | Sell |
5,150
-200
| -4% | -$11.1K | ﹤0.01% | 1067 |
|
|
2016
Q4 | $272K | Buy |
5,350
+350
| +7% | +$16.5K | ﹤0.01% | 1087 |
|
|
2016
Q3 | $242K | Hold |
5,000
| – | – | ﹤0.01% | 1133 |
|
|
2016
Q2 | $250K | Hold |
5,000
| – | – | ﹤0.01% | 1098 |
|
|
2016
Q1 | $228K | Hold |
5,000
| – | – | ﹤0.01% | 1087 |
|
|
2015
Q4 | $252K | Hold |
5,000
| – | – | ﹤0.01% | 1068 |
|
|
2015
Q3 | $225K | Hold |
5,000
| – | – | ﹤0.01% | 1131 |
|
|
2015
Q2 | $286K | Sell |
5,000
-44
| -0.9% | -$2.52K | ﹤0.01% | 1090 |
|
|
2015
Q1 | $283K | Hold |
5,044
| – | – | ﹤0.01% | 1086 |
|
|
2014
Q4 | $297K | Buy |
5,044
+44
| +0.9% | +$2.56K | ﹤0.01% | 968 |
|
|
2014
Q3 | $354K | Buy |
+5,000
| New | +$351K | 0.01% | 893 |
|
|
2014
Q2 | – | Sell |
-5,000
| Closed | -$301K | – | 965 |
|
|
2014
Q1 | $301K | Hold |
5,000
| – | – | 0.01% | 781 |
|
|
2013
Q4 | $262K | Hold |
5,000
| – | – | 0.01% | 554 |
|
|
2013
Q3 | $290K | Hold |
5,000
| – | – | 0.01% | 562 |
|
|
2013
Q2 | $302K | Buy |
+5,000
| New | +$294K | 0.01% | 598 |
|
Other funds holding ANDX
United Capital Financial Advisors's ANDX Position: Q3 2019 in Review
United Capital Financial Advisors sold out of Andeavor Logistics LP (ANDX) in Q3 2019, closing a stake of 9,856 shares — an estimated $358K sold.
United Capital Financial Advisors first reported a position in ANDX in Q2 2013 and held it in 24 quarters. The position peaked at $358K in Q2 2019. 1 fund tracked by Wall St. Rank holds ANDX as of Q3 2019.
- United Capital Financial Advisors reported no remaining Andeavor Logistics LP position as of Q3 2019 after selling out during the quarter.
- United Capital Financial Advisors sold 9,856 Andeavor Logistics LP shares in Q3 2019, an estimated $358K.
- United Capital Financial Advisors first reported a position in Andeavor Logistics LP in Q2 2013 and held it in 24 quarters.
- United Capital Financial Advisors's Andeavor Logistics LP position peaked at $358K in Q2 2019.
- 1 fund tracked by Wall St. Rank held Andeavor Logistics LP as of Q3 2019.
Based on United Capital Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.