WIS
ANDV

Wright Investors Service’s Andeavor ANDV Stock Holding History

Wright Investors Service’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
-20,260
Closed -$3.11M – 164
2018
Q3 		$3.11M Buy
20,260
+78
+0.4% +$11.5K 1.14% 31
2018
Q2 		$2.65M Buy
20,182
+8,561
+74% +$1.13M 1.05% 33
2018
Q1 		$1.17M Buy
11,621
+1,639
+16% +$171K 0.4% 69
2017
Q4 		$1.14M Buy
9,982
+5,499
+123% +$591K 0.38% 67
2017
Q3 		$463K Buy
+4,483
New +$441K 0.17% 144
2016
Q2 		– Sell
-2,365
Closed -$203K – 239
2016
Q1 		$203K Sell
2,365
-1,176
-33% -$101K 0.08% 212
2015
Q4 		$373K Buy
3,541
+327
+10% +$35.3K 0.14% 205
2015
Q3 		$313K Buy
+3,214
New +$312K 0.14% 181

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

Wright Investors Service's ANDV Position: Q4 2018 in Review

Wright Investors Service sold out of Andeavor (ANDV) in Q4 2018, closing a stake of 20,260 shares — an estimated $3.11M sold.

Wright Investors Service first reported a position in ANDV in Q3 2015 and held it in 8 quarters. The position peaked at $3.11M in Q3 2018. 4 funds tracked by Wall St. Rank hold ANDV as of Q4 2018.

  • Wright Investors Service reported no remaining Andeavor position as of Q4 2018 after selling out during the quarter.
  • Wright Investors Service sold 20,260 Andeavor shares in Q4 2018, an estimated $3.11M.
  • Wright Investors Service first reported a position in Andeavor in Q3 2015 and held it in 8 quarters.
  • Wright Investors Service's Andeavor position peaked at $3.11M in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Andeavor as of Q4 2018.

Based on Wright Investors Service's 13F filing for Q4 2018, filed 1 Feb 2019.