AWM
RTLR

Avior Wealth Management’s Rattler Midstream LP Common Units RTLR Stock Holding History

Avior Wealth Management’s Portfolio RTLR Stock Details RTLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,653
Closed -$29K – 921
2019
Q4 		$29K Hold
1,653
– – ﹤0.01% 504
2019
Q3 		$29K Buy
+1,653
New +$30.6K 0.01% 501

Other funds holding RTLR

ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avior Wealth Management's RTLR Position: Q1 2020 in Review

Avior Wealth Management sold out of Rattler Midstream LP Common Units (RTLR) in Q1 2020, closing a stake of 1,653 shares — an estimated $29K sold.

Avior Wealth Management first reported a position in RTLR in Q3 2019 and held it in 2 quarters. The position peaked at $29K in Q4 2019. 82 funds tracked by Wall St. Rank hold RTLR as of Q1 2020.

  • Avior Wealth Management reported no remaining Rattler Midstream LP Common Units position as of Q1 2020 after selling out during the quarter.
  • Avior Wealth Management sold 1,653 Rattler Midstream LP Common Units shares in Q1 2020, an estimated $29K.
  • Avior Wealth Management first reported a position in Rattler Midstream LP Common Units in Q3 2019 and held it in 2 quarters.
  • Avior Wealth Management's Rattler Midstream LP Common Units position peaked at $29K in Q4 2019.
  • 82 funds tracked by Wall St. Rank held Rattler Midstream LP Common Units as of Q1 2020.

Based on Avior Wealth Management's 13F filing for Q1 2020, filed 1 Apr 2020.