WA
ANDX

WealthTrust-Arizona’s Andeavor Logistics LP ANDX Stock Holding History

WealthTrust-Arizona’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 		$1K Buy
32
+1
+3% +$40 ﹤0.01% 671
2018
Q3 		$2K Buy
31
+1
+3% +$47 ﹤0.01% 625
2018
Q2 		$1K Hold
30
– – ﹤0.01% 663
2018
Q1 		$1K Buy
30
+1
+3% +$49 ﹤0.01% 638
2017
Q4 		$1K Sell
29
-88
-75% -$4.07K ﹤0.01% 642
2017
Q3 		$6K Buy
117
+3
+3% +$150 ﹤0.01% 484
2017
Q2 		$6K Buy
114
+2
+2% +$105 ﹤0.01% 474
2017
Q1 		$6K Buy
112
+1
+0.9% +$55 ﹤0.01% 462
2016
Q4 		$6K Buy
111
+2
+2% +$95 ﹤0.01% 466
2016
Q3 		$5K Buy
109
+2
+2% +$95 ﹤0.01% 487
2016
Q2 		$5K Buy
107
+2
+2% +$94 ﹤0.01% 472
2016
Q1 		$5K Buy
105
+2
+2% +$87 ﹤0.01% 474
2015
Q4 		$5K Buy
103
+2
+2% +$102 ﹤0.01% 497
2015
Q3 		$5K Buy
101
+1
+1% +$52 ﹤0.01% 486
2015
Q2 		$6K Hold
100
– – ﹤0.01% 483
2015
Q1 		$5K Hold
100
– – ﹤0.01% 518
2014
Q4 		$6K Buy
+100
New +$5.82K 0.01% 473
2014
Q2 		– Sell
-300
Closed -$18K – 738
2014
Q1 		$18K Buy
+300
New +$17.2K 0.02% 320

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
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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 $115B AUM 24.78% 1-Year Est. Return

WealthTrust-Arizona's ANDX Position: Q4 2018 in Review

WealthTrust-Arizona increased its Andeavor Logistics LP (ANDX) stake by 3.2% in Q4 2018, buying an estimated $40 and bringing the position to 32 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

WealthTrust-Arizona first reported a position in ANDX in Q1 2014 and has held it in 18 quarters since. The position peaked at $18K in Q1 2014. 158 funds tracked by Wall St. Rank hold ANDX as of Q4 2018.

  • WealthTrust-Arizona held 32 shares of Andeavor Logistics LP worth $1K as of Q4 2018.
  • WealthTrust-Arizona bought 1 Andeavor Logistics LP share in Q4 2018, an estimated $40.
  • Andeavor Logistics LP made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #671 holding.
  • WealthTrust-Arizona first reported a position in Andeavor Logistics LP in Q1 2014 and has held it in 18 quarters since.
  • WealthTrust-Arizona's Andeavor Logistics LP position peaked at $18K in Q1 2014.
  • 158 funds tracked by Wall St. Rank held Andeavor Logistics LP as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.