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 $108B AUM 26.14% 1-Year Est. Return
CI
Capital Innovations Pewaukee, Wisconsin $399K AUM
AWM
Alterna Wealth Management Houston, Texas $132M AUM 13.71% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return