WAM
ANDX

Wealthspire Advisors (Maryland)’s Andeavor Logistics LP ANDX Stock Holding History

Wealthspire Advisors (Maryland)’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
-159
Closed -$7K – 2599
2018
Q2 		$7K Sell
159
-121
-43% -$5.41K ﹤0.01% 1691
2018
Q1 		$13K Buy
280
+100
+56% +$4.88K ﹤0.01% 1481
2017
Q4 		$8K Buy
180
+14
+8% +$647 ﹤0.01% 1704
2017
Q3 		$8K Hold
166
– – ﹤0.01% 1671
2017
Q2 		$9K Hold
166
– – ﹤0.01% 1594
2017
Q1 		$9K Hold
166
– – ﹤0.01% 1385
2016
Q4 		$8K Buy
166
+22
+15% +$1.04K ﹤0.01% 1309
2016
Q3 		$7K Hold
144
– – ﹤0.01% 1343
2016
Q2 		$7K Hold
144
– – ﹤0.01% 1287
2016
Q1 		$7K Sell
144
-8
-5% -$350 ﹤0.01% 1276
2015
Q4 		$8K Buy
+152
New +$7.71K ﹤0.01% 1262

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 23.41% 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

Wealthspire Advisors (Maryland)'s ANDX Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of Andeavor Logistics LP (ANDX) in Q3 2018, closing a stake of 159 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in ANDX in Q4 2015 and held it in 11 quarters. The position peaked at $13K in Q1 2018. 180 funds tracked by Wall St. Rank hold ANDX as of Q3 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Andeavor Logistics LP position as of Q3 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 159 Andeavor Logistics LP shares in Q3 2018, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in Andeavor Logistics LP in Q4 2015 and held it in 11 quarters.
  • Wealthspire Advisors (Maryland)'s Andeavor Logistics LP position peaked at $13K in Q1 2018.
  • 180 funds tracked by Wall St. Rank held Andeavor Logistics LP as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.