WP
ANDX

WealthSource Partners’s Andeavor Logistics LP ANDX Stock Holding History

WealthSource Partners’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
Q3 		– Sell
-5,091
Closed -$217K – 352
2018
Q2 		$217K Hold
5,091
– – 0.06% 266
2018
Q1 		$228K Hold
5,091
– – 0.07% 251
2017
Q4 		$235K Buy
+5,091
New +$235K 0.07% 255

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

WealthSource Partners's ANDX Position: Q3 2018 in Review

WealthSource Partners sold out of Andeavor Logistics LP (ANDX) in Q3 2018, closing a stake of 5,091 shares — an estimated $217K sold.

WealthSource Partners first reported a position in ANDX in Q4 2017 and held it in 3 quarters. The position peaked at $235K in Q4 2017. 180 funds tracked by Wall St. Rank hold ANDX as of Q3 2018.

  • WealthSource Partners reported no remaining Andeavor Logistics LP position as of Q3 2018 after selling out during the quarter.
  • WealthSource Partners sold 5,091 Andeavor Logistics LP shares in Q3 2018, an estimated $217K.
  • WealthSource Partners first reported a position in Andeavor Logistics LP in Q4 2017 and held it in 3 quarters.
  • WealthSource Partners's Andeavor Logistics LP position peaked at $235K in Q4 2017.
  • 180 funds tracked by Wall St. Rank held Andeavor Logistics LP as of Q3 2018.

Based on WealthSource Partners's 13F filing for Q3 2018, filed 13 Nov 2018.