CWA
AM

Cypress Wealth Advisors’s ANTERO MIDSTREAM PARTNERS LP AM Stock Holding History

Cypress Wealth 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
2019
Q1 		$1.25M Buy
90,511
+40,486
+81% +$994K 1.43% 27
2018
Q4 		$1.07M Buy
50,025
+7,775
+18% +$220K 1.47% 25
2018
Q3 		$1.21M Sell
42,250
-3,475
-8% -$106K 1.27% 32
2018
Q2 		$1.35M Sell
45,725
-75
-0.2% -$2.11K 1.46% 25
2018
Q1 		$1.19M Buy
45,800
+1,400
+3% +$39.9K 1.29% 29
2017
Q4 		$1.29M Buy
+44,400
New +$1.28M 1.24% 31
2017
Q2 		– Sell
-22,950
Closed -$761K – 218
2017
Q1 		$761K Sell
22,950
-1,000
-4% -$34.1K 0.35% 67
2016
Q4 		$740K Sell
23,950
-50
-0.2% -$1.44K 0.34% 67
2016
Q3 		$641K Sell
24,000
-6,775
-22% -$180K 0.29% 77
2016
Q2 		$858K Buy
30,775
+1,825
+6% +$44.1K 0.42% 57
2016
Q1 		$640K Buy
28,950
+850
+3% +$18.1K 0.29% 72
2015
Q4 		$641K Sell
28,100
-1,400
-5% -$31.3K 0.32% 68
2015
Q3 		$527K Sell
29,500
-1,000
-3% -$23.8K 0.29% 81
2015
Q2 		$874K Buy
+30,500
New +$820K 0.51% 52

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
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

Cypress Wealth Advisors's AM Position: Q1 2019 in Review

Cypress Wealth Advisors increased its ANTERO MIDSTREAM PARTNERS LP (AM) stake by 81% in Q1 2019, buying an estimated $994K and bringing the position to 90,511 shares worth $1.25M. The position accounts for 1.43% of the portfolio, ranked #27.

Cypress Wealth Advisors first reported a position in AM in Q2 2015 and has held it in 14 quarters since. The position peaked at $1.35M in Q2 2018. 5 funds tracked by Wall St. Rank hold AM as of Q1 2019.

  • Cypress Wealth Advisors held 90,511 shares of ANTERO MIDSTREAM PARTNERS LP worth $1.25M as of Q1 2019.
  • Cypress Wealth Advisors bought 40,486 ANTERO MIDSTREAM PARTNERS LP shares in Q1 2019, an estimated $994K.
  • ANTERO MIDSTREAM PARTNERS LP made up 1.43% of Cypress Wealth Advisors's portfolio in Q1 2019, its #27 holding.
  • Cypress Wealth Advisors first reported a position in ANTERO MIDSTREAM PARTNERS LP in Q2 2015 and has held it in 14 quarters since.
  • Cypress Wealth Advisors's ANTERO MIDSTREAM PARTNERS LP position peaked at $1.35M in Q2 2018.
  • 5 funds tracked by Wall St. Rank held ANTERO MIDSTREAM PARTNERS LP as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.