BerganKDV Wealth Management’s Antero Midstream AM Stock Holding History

BerganKDV 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 Q3	–	Sell	-315	Closed	-$4K	–	688
2019 Q2	$4K	Buy	+315	New	+$4.03K	﹤0.01%	596

Other funds holding AM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Tinicum New York $67.3M AUM 7.19% 1-Year Est. Return

BerganKDV Wealth Management's AM Position: Q3 2019 in Review

BerganKDV Wealth Management sold out of Antero Midstream (AM) in Q3 2019, closing a stake of 315 shares — an estimated $4K sold.

BerganKDV Wealth Management first reported a position in AM in Q2 2019 and held it in 1 quarter. The position peaked at $4K in Q2 2019. 249 funds tracked by Wall St. Rank hold AM as of Q3 2019.

BerganKDV Wealth Management reported no remaining Antero Midstream position as of Q3 2019 after selling out during the quarter.
BerganKDV Wealth Management sold 315 Antero Midstream shares in Q3 2019, an estimated $4K.
BerganKDV Wealth Management first reported a position in Antero Midstream in Q2 2019 and held it in 1 quarter.
BerganKDV Wealth Management's Antero Midstream position peaked at $4K in Q2 2019.
249 funds tracked by Wall St. Rank held Antero Midstream as of Q3 2019.

Based on BerganKDV Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.