WAM
ANDV

Wealthspire Advisors (Maryland)’s Andeavor ANDV Stock Holding History

Wealthspire Advisors (Maryland)’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
-509
Closed -$78K – 2686
2018
Q3 		$78K Buy
509
+4
+0.8% +$591 0.01% 796
2018
Q2 		$66K Buy
505
+14
+3% +$1.84K 0.01% 880
2018
Q1 		$49K Sell
491
-51
-9% -$5.32K ﹤0.01% 1001
2017
Q4 		$62K Sell
542
-958
-64% -$103K 0.01% 922
2017
Q3 		$155K Sell
1,500
-91
-6% -$8.96K 0.02% 560
2017
Q2 		$149K Buy
1,591
+1,130
+245% +$95.3K 0.02% 550
2017
Q1 		$37K Sell
461
-1,305
-74% -$109K 0.01% 895
2016
Q4 		$154K Sell
1,766
-507
-22% -$43K 0.02% 446
2016
Q3 		$181K Buy
2,273
+1,900
+509% +$146K 0.03% 410
2016
Q2 		$28K Buy
373
+70
+23% +$5.55K ﹤0.01% 893
2016
Q1 		$26K Buy
303
+48
+19% +$4.12K ﹤0.01% 881
2015
Q4 		$27K Buy
+255
New +$27.5K 0.01% 890

Other funds holding ANDV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CI
Capital Innovations Pewaukee, Wisconsin $385M AUM
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ANDV Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Andeavor (ANDV) in Q4 2018, closing a stake of 509 shares — an estimated $78K sold.

Wealthspire Advisors (Maryland) first reported a position in ANDV in Q4 2015 and held it in 12 quarters. The position peaked at $181K in Q3 2016. 4 funds tracked by Wall St. Rank hold ANDV as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Andeavor position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 509 Andeavor shares in Q4 2018, an estimated $78K.
  • Wealthspire Advisors (Maryland) first reported a position in Andeavor in Q4 2015 and held it in 12 quarters.
  • Wealthspire Advisors (Maryland)'s Andeavor position peaked at $181K in Q3 2016.
  • 4 funds tracked by Wall St. Rank held Andeavor as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.