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Bollard Group’s Antero Midstream AM Stock Holding History

Bollard Group’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
Q4 		– Sell
-16,883
Closed -$125K – 228
2019
Q3 		$125K Buy
16,883
+619
+4% +$5.34K ﹤0.01% 170
2019
Q2 		$186K Buy
16,264
+395
+2% +$5.06K 0.01% 177
2019
Q1 		$219K Buy
+15,869
New +$207K 0.01% 172

Other funds holding AM

Invesco
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
T
Tinicum New York $67.3M AUM 7.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Bollard Group's AM Position: Q4 2019 in Review

Bollard Group sold out of Antero Midstream (AM) in Q4 2019, closing a stake of 16,883 shares — an estimated $125K sold.

Bollard Group first reported a position in AM in Q1 2019 and held it in 3 quarters. The position peaked at $219K in Q1 2019. 250 funds tracked by Wall St. Rank hold AM as of Q4 2019.

  • Bollard Group reported no remaining Antero Midstream position as of Q4 2019 after selling out during the quarter.
  • Bollard Group sold 16,883 Antero Midstream shares in Q4 2019, an estimated $125K.
  • Bollard Group first reported a position in Antero Midstream in Q1 2019 and held it in 3 quarters.
  • Bollard Group's Antero Midstream position peaked at $219K in Q1 2019.
  • 250 funds tracked by Wall St. Rank held Antero Midstream as of Q4 2019.

Based on Bollard Group's 13F filing for Q4 2019, filed 10 Feb 2020.