VFA
ANDV

Valeo Financial Advisors’s Andeavor ANDV Stock Holding History

Valeo 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
Q3 		– Sell
-205
Closed -$31K – 1937
2018
Q2 		$31K Buy
205
+8
+4% +$1.05K ﹤0.01% 648
2018
Q1 		$20K Buy
197
+31
+19% +$3.23K ﹤0.01% 724
2017
Q4 		$19K Buy
166
+3
+2% +$323 ﹤0.01% 690
2017
Q3 		$17K Buy
+163
New +$16K ﹤0.01% 597

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return