WIA
ANDX

Wealthstreet Investment Advisors’s Andeavor Logistics LP ANDX Stock Holding History

Wealthstreet Investment Advisors’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
-4,875
Closed -$237K – 356
2018
Q3 		$237K Sell
4,875
-400
-8% -$18.8K 0.03% 321
2018
Q2 		$224K Sell
5,275
-500
-9% -$22.3K 0.03% 316
2018
Q1 		$259K Buy
5,775
+100
+2% +$4.88K 0.03% 304
2017
Q4 		$262K Buy
+5,675
New +$262K 0.03% 296

Other funds holding ANDX

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $121B AUM 27.52% 1-Year Est. Return

Wealthstreet Investment Advisors's ANDX Position: Q4 2018 in Review

Wealthstreet Investment Advisors sold out of Andeavor Logistics LP (ANDX) in Q4 2018, closing a stake of 4,875 shares — an estimated $237K sold.

Wealthstreet Investment Advisors first reported a position in ANDX in Q4 2017 and held it in 4 quarters. The position peaked at $262K in Q4 2017. 158 funds tracked by Wall St. Rank hold ANDX as of Q4 2018.

  • Wealthstreet Investment Advisors reported no remaining Andeavor Logistics LP position as of Q4 2018 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 4,875 Andeavor Logistics LP shares in Q4 2018, an estimated $237K.
  • Wealthstreet Investment Advisors first reported a position in Andeavor Logistics LP in Q4 2017 and held it in 4 quarters.
  • Wealthstreet Investment Advisors's Andeavor Logistics LP position peaked at $262K in Q4 2017.
  • 158 funds tracked by Wall St. Rank held Andeavor Logistics LP as of Q4 2018.

Based on Wealthstreet Investment Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.