AIA
AM

Avalon Investment & Advisory’s ANTERO MIDSTREAM PARTNERS LP AM Stock Holding History

Avalon Investment & Advisory’s Portfolio AM Stock Details AM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-31,540
Closed -$675K – 369
2018
Q4 		$675K Buy
31,540
+24,435
+344% +$691K 0.02% 255
2018
Q3 		$204K Buy
+7,105
New +$218K 0.01% 340
2017
Q4 		– Sell
-23,264
Closed -$734K – 393
2017
Q3 		$734K Buy
23,264
+10,196
+78% +$333K 0.02% 288
2017
Q2 		$434K Buy
13,068
+769
+6% +$25.6K 0.01% 334
2017
Q1 		$408K Buy
12,299
+5,491
+81% +$187K 0.01% 317
2016
Q4 		$210K Buy
+6,808
New +$196K 0.01% 325

Other funds holding AM

HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
JWM
Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return
CWA
Cypress Wealth Advisors San Francisco, California $87.4M AUM 8.8% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

Avalon Investment & Advisory's AM Position: Q1 2019 in Review

Avalon Investment & Advisory sold out of ANTERO MIDSTREAM PARTNERS LP (AM) in Q1 2019, closing a stake of 31,540 shares — an estimated $675K sold.

Avalon Investment & Advisory first reported a position in AM in Q4 2016 and held it in 6 quarters. The position peaked at $734K in Q3 2017. 5 funds tracked by Wall St. Rank hold AM as of Q1 2019.

  • Avalon Investment & Advisory reported no remaining ANTERO MIDSTREAM PARTNERS LP position as of Q1 2019 after selling out during the quarter.
  • Avalon Investment & Advisory sold 31,540 ANTERO MIDSTREAM PARTNERS LP shares in Q1 2019, an estimated $675K.
  • Avalon Investment & Advisory first reported a position in ANTERO MIDSTREAM PARTNERS LP in Q4 2016 and held it in 6 quarters.
  • Avalon Investment & Advisory's ANTERO MIDSTREAM PARTNERS LP position peaked at $734K in Q3 2017.
  • 5 funds tracked by Wall St. Rank held ANTERO MIDSTREAM PARTNERS LP as of Q1 2019.

Based on Avalon Investment & Advisory's 13F filing for Q1 2019, filed 24 Apr 2019.