Wealth Enhancement Advisory Services
ANDV

Wealth Enhancement Advisory Services’s Andeavor ANDV Stock Holding History

Wealth Enhancement Advisory Services’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
2017
Q3 		– Sell
-11,568
Closed -$1.11M – 189
2017
Q2 		$1.11M Sell
11,568
-4,701
-29% -$397K 0.1% 88
2017
Q1 		$1.3M Buy
+16,269
New +$1.36M 0.14% 75
2015
Q4 		– Sell
-9,928
Closed -$1.04M – 136
2015
Q3 		$1.04M Buy
9,928
+1,260
+15% +$122K 0.32% 51
2015
Q2 		$732K Sell
8,668
-1,807
-17% -$157K 0.23% 90
2015
Q1 		$956K Buy
10,475
+913
+10% +$76.6K 0.37% 49
2014
Q4 		$711K Buy
+9,562
New +$675K 0.28% 59

Other funds holding ANDV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Wealth Enhancement Advisory Services's ANDV Position: Q3 2017 in Review

Wealth Enhancement Advisory Services sold out of Andeavor (ANDV) in Q3 2017, closing a stake of 11,568 shares — an estimated $1.11M sold.

Wealth Enhancement Advisory Services first reported a position in ANDV in Q4 2014 and held it in 6 quarters. The position peaked at $1.3M in Q1 2017. 542 funds tracked by Wall St. Rank hold ANDV as of Q3 2017.

  • Wealth Enhancement Advisory Services reported no remaining Andeavor position as of Q3 2017 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 11,568 Andeavor shares in Q3 2017, an estimated $1.11M.
  • Wealth Enhancement Advisory Services first reported a position in Andeavor in Q4 2014 and held it in 6 quarters.
  • Wealth Enhancement Advisory Services's Andeavor position peaked at $1.3M in Q1 2017.
  • 542 funds tracked by Wall St. Rank held Andeavor as of Q3 2017.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2017, filed 18 Oct 2017.