Berman Capital Advisors’s Antero Midstream AM Stock Holding History

Berman Capital Advisors’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
2021 Q3	$4K	Buy	404 +130	+47%	+$1.27K	﹤0.01%	1463
2021 Q2	$2K	Buy	274 +6	+2%	+$57	﹤0.01%	1551
2021 Q1	$2K	Buy	+268	New	+$2.31K	﹤0.01%	1468
2020 Q2	–	Sell	-745	Closed	-$1K	–	1593
2020 Q1	$1K	Buy	+745	New	+$3.56K	﹤0.01%	1235
2019 Q4	–	Sell	-285	Closed	-$2K	–	1453
2019 Q3	$2K	Sell	285 -12,042	-98%	-$104K	﹤0.01%	1138
2019 Q2	$140K	Sell	12,327 -4,934	-29%	-$63.2K	0.04%	169
2019 Q1	$237K	Buy	17,261 +13,126	+317%	+$171K	0.08%	114
2018 Q4	$46K	Buy	+4,135	New	+$63.1K	0.02%	259

Other funds holding AM

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

Berman Capital Advisors's AM Position: Q3 2021 in Review

Berman Capital Advisors increased its Antero Midstream (AM) stake by 47% in Q3 2021, buying an estimated $1.27K and bringing the position to 404 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1463.

Berman Capital Advisors first reported a position in AM in Q4 2018 and has held it in 8 quarters since. The position peaked at $237K in Q1 2019. 309 funds tracked by Wall St. Rank hold AM as of Q3 2021.

Berman Capital Advisors held 404 shares of Antero Midstream worth $4K as of Q3 2021.
Berman Capital Advisors bought 130 Antero Midstream shares in Q3 2021, an estimated $1.27K.
Antero Midstream made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1463 holding.
Berman Capital Advisors first reported a position in Antero Midstream in Q4 2018 and has held it in 8 quarters since.
Berman Capital Advisors's Antero Midstream position peaked at $237K in Q1 2019.
309 funds tracked by Wall St. Rank held Antero Midstream as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.