Icon Wealth Partners’s Antero Midstream AM Stock Holding History

Icon Wealth Partners’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	-14,519	Closed	-$166K	–	167
2019 Q2	$166K	Buy	14,519 +3,406	+31%	+$43.6K	0.06%	156
2019 Q1	$153K	Buy	+11,113	New	+$145K	0.06%	172
2018 Q3	–	Sell	-1,991	Closed	-$38K	–	291
2018 Q2	$38K	Buy	+1,991	New	+$35.4K	0.02%	441
2018 Q1	–	Sell	-759	Closed	-$15K	–	276
2017 Q4	$15K	Buy	+759	New	+$14.1K	0.01%	648

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

Icon Wealth Partners's AM Position: Q3 2019 in Review

Icon Wealth Partners sold out of Antero Midstream (AM) in Q3 2019, closing a stake of 14,519 shares — an estimated $166K sold.

Icon Wealth Partners first reported a position in AM in Q4 2017 and held it in 4 quarters. The position peaked at $166K in Q2 2019. 249 funds tracked by Wall St. Rank hold AM as of Q3 2019.

Icon Wealth Partners reported no remaining Antero Midstream position as of Q3 2019 after selling out during the quarter.
Icon Wealth Partners sold 14,519 Antero Midstream shares in Q3 2019, an estimated $166K.
Icon Wealth Partners first reported a position in Antero Midstream in Q4 2017 and held it in 4 quarters.
Icon Wealth Partners's Antero Midstream position peaked at $166K in Q2 2019.
249 funds tracked by Wall St. Rank held Antero Midstream as of Q3 2019.

Based on Icon Wealth Partners's 13F filing for Q3 2019, filed 24 Oct 2019.