AWM
AM

Avior Wealth Management’s ANTERO MIDSTREAM PARTNERS LP AM Stock Holding History

Avior Wealth Management’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
-6,415
Closed -$137K – 780
2018
Q4 		$137K Hold
6,415
– – 0.03% 383
2018
Q3 		$184K Hold
6,415
– – 0.04% 364
2018
Q2 		$189K Hold
6,415
– – 0.04% 342
2018
Q1 		$166K Hold
6,415
– – 0.04% 357
2017
Q4 		$186K Buy
6,415
+6,039
+1,606% +$174K 0.04% 352
2017
Q3 		$12K Buy
376
+77
+26% +$2.52K ﹤0.01% 323
2017
Q2 		$10K Hold
299
– – ﹤0.01% 316
2017
Q1 		$10K Hold
299
– – ﹤0.01% 355
2016
Q4 		$9K Hold
299
– – ﹤0.01% 348
2016
Q3 		$8K Hold
299
– – ﹤0.01% 357
2016
Q2 		$8K Hold
299
– – ﹤0.01% 355
2016
Q1 		$7K Hold
299
– – ﹤0.01% 375
2015
Q4 		$7K Hold
299
– – ﹤0.01% 346
2015
Q3 		$5K Hold
299
– – ﹤0.01% 335
2015
Q2 		$9K Buy
+299
New +$8.04K 0.01% 274

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

Avior Wealth Management's AM Position: Q1 2019 in Review

Avior Wealth Management sold out of ANTERO MIDSTREAM PARTNERS LP (AM) in Q1 2019, closing a stake of 6,415 shares — an estimated $137K sold.

Avior Wealth Management first reported a position in AM in Q2 2015 and held it in 15 quarters. The position peaked at $189K in Q2 2018. 5 funds tracked by Wall St. Rank hold AM as of Q1 2019.

  • Avior Wealth Management reported no remaining ANTERO MIDSTREAM PARTNERS LP position as of Q1 2019 after selling out during the quarter.
  • Avior Wealth Management sold 6,415 ANTERO MIDSTREAM PARTNERS LP shares in Q1 2019, an estimated $137K.
  • Avior Wealth Management first reported a position in ANTERO MIDSTREAM PARTNERS LP in Q2 2015 and held it in 15 quarters.
  • Avior Wealth Management's ANTERO MIDSTREAM PARTNERS LP position peaked at $189K in Q2 2018.
  • 5 funds tracked by Wall St. Rank held ANTERO MIDSTREAM PARTNERS LP as of Q1 2019.

Based on Avior Wealth Management's 13F filing for Q1 2019, filed 8 May 2019.