V
ANDX

Veritable’s Andeavor Logistics LP ANDX Stock Holding History

Veritable’s Portfolio ANDX Stock Details ANDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-5,580
Closed -$271K – 847
2018
Q3 		$271K Sell
5,580
-762
-12% -$35.8K 0.01% 676
2018
Q2 		$270K Hold
6,342
– – 0.01% 680
2018
Q1 		$284K Hold
6,342
– – 0.01% 648
2017
Q4 		$293K Sell
6,342
-305
-5% -$14.1K 0.01% 643
2017
Q3 		$333K Hold
6,647
– – 0.01% 581
2017
Q2 		$344K Hold
6,647
– – 0.01% 599
2017
Q1 		$362K Sell
6,647
-220
-3% -$12.2K 0.01% 560
2016
Q4 		$349K Sell
6,867
-4,049
-37% -$191K 0.01% 556
2016
Q3 		$529K Buy
10,916
+161
+1% +$7.66K 0.01% 454
2016
Q2 		$533K Hold
10,755
– – 0.01% 436
2016
Q1 		$491K Hold
10,755
– – 0.01% 444
2015
Q4 		$541K Buy
10,755
+5,000
+87% +$254K 0.01% 441
2015
Q3 		$259K Hold
5,755
– – 0.01% 607
2015
Q2 		$329K Sell
5,755
-4,532
-44% -$259K 0.01% 576
2015
Q1 		$553K Buy
10,287
+650
+7% +$35.8K 0.01% 575
2014
Q4 		$567K Buy
9,637
+2,157
+29% +$126K 0.01% 560
2014
Q3 		$529K Buy
7,480
+1,725
+30% +$121K 0.01% 588
2014
Q2 		$422K Hold
5,755
– – 0.01% 650
2014
Q1 		$347K Hold
5,755
– – 0.01% 686
2013
Q4 		$301K Hold
5,755
– – 0.01% 715
2013
Q3 		$334K Hold
5,755
– – 0.01% 687
2013
Q2 		$348K Buy
+5,755
New +$338K 0.01% 677

Other funds holding ANDX

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Veritable's ANDX Position: Q4 2018 in Review

Veritable sold out of Andeavor Logistics LP (ANDX) in Q4 2018, closing a stake of 5,580 shares — an estimated $271K sold.

Veritable first reported a position in ANDX in Q2 2013 and held it in 22 quarters. The position peaked at $567K in Q4 2014. 158 funds tracked by Wall St. Rank hold ANDX as of Q4 2018.

  • Veritable reported no remaining Andeavor Logistics LP position as of Q4 2018 after selling out during the quarter.
  • Veritable sold 5,580 Andeavor Logistics LP shares in Q4 2018, an estimated $271K.
  • Veritable first reported a position in Andeavor Logistics LP in Q2 2013 and held it in 22 quarters.
  • Veritable's Andeavor Logistics LP position peaked at $567K in Q4 2014.
  • 158 funds tracked by Wall St. Rank held Andeavor Logistics LP as of Q4 2018.

Based on Veritable's 13F filing for Q4 2018, filed 14 Feb 2019.