Valley National Advisers’s Andeavor ANDV Stock Holding History

Valley National Advisers’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	-12	Closed	-$2K	–	867
2018 Q3	$2K	Hold	12	–	–	﹤0.01%	613
2018 Q2	$2K	Hold	12	–	–	﹤0.01%	587
2018 Q1	$1K	Hold	12	–	–	﹤0.01%	635
2017 Q4	$1K	Hold	12	–	–	﹤0.01%	653
2017 Q3	$1K	Buy	+12	New	+$1.18K	﹤0.01%	651

Other funds holding ANDV

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Capital Innovations Pewaukee, Wisconsin $385M AUM

AWM

Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Valley National Advisers's ANDV Position: Q4 2018 in Review

Valley National Advisers sold out of Andeavor (ANDV) in Q4 2018, closing a stake of 12 shares — an estimated $2K sold.

Valley National Advisers first reported a position in ANDV in Q3 2017 and held it in 5 quarters. The position peaked at $2K in Q3 2018. 4 funds tracked by Wall St. Rank hold ANDV as of Q4 2018.

Valley National Advisers reported no remaining Andeavor position as of Q4 2018 after selling out during the quarter.
Valley National Advisers sold 12 Andeavor shares in Q4 2018, an estimated $2K.
Valley National Advisers first reported a position in Andeavor in Q3 2017 and held it in 5 quarters.
Valley National Advisers's Andeavor position peaked at $2K in Q3 2018.
4 funds tracked by Wall St. Rank held Andeavor as of Q4 2018.

Based on Valley National Advisers's 13F filing for Q4 2018, filed 25 Feb 2019.