Impax Asset Management’s Antero Resources AR Stock Holding History

Impax Asset Management’s Portfolio AR Stock Details AR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	$29.7M	Sell	1,389,656 -75,400	-5%	-$1.48M	1.76%	3
2018 Q1	$29.1M	Buy	1,465,056 +35,000	+2%	+$678K	1.68%	5
2017 Q4	$27.2M	Sell	1,430,056 -362,950	-20%	-$6.96M	1.56%	7
2017 Q3	$35.7M	Sell	1,793,006 -25,000	-1%	-$504K	2.04%	3
2017 Q2	$39.3M	Hold	1,818,006	–	–	2.22%	3
2017 Q1	$41.5M	Buy	1,818,006 +578,280	+47%	+$14.2M	2.32%	2
2016 Q4	$29.3M	Buy	1,239,726 +617,426	+99%	+$15.8M	1.67%	4
2016 Q3	$16.8M	Buy	+622,300	New	+$16.6M	0.96%	44

Other funds holding AR

Warburg Pincus New York $187M AUM 34% 1-Year Est. Return

SCP

SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

SSM

Sound Shore Management Greenwich, Connecticut $3.25B AUM 28.47% 1-Year Est. Return

YEPV

Yorktown Energy Partners VIII New York $52.9M AUM 30% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Impax Asset Management's AR Position: Q2 2018 in Review

Impax Asset Management reduced its Antero Resources (AR) stake by 5.1% in Q2 2018, selling an estimated $1.48M and leaving 1,389,656 shares worth $29.7M. The position accounts for 1.76% of the portfolio, ranked #3.

Impax Asset Management first reported a position in AR in Q3 2016 and has held it in 8 quarters since. The position peaked at $41.5M in Q1 2017. 282 funds tracked by Wall St. Rank hold AR as of Q2 2018.

Impax Asset Management held 1,389,656 shares of Antero Resources worth $29.7M as of Q2 2018.
Impax Asset Management sold 75,400 Antero Resources shares in Q2 2018, an estimated $1.48M.
Antero Resources made up 1.76% of Impax Asset Management's portfolio in Q2 2018, its #3 holding.
Impax Asset Management first reported a position in Antero Resources in Q3 2016 and has held it in 8 quarters since.
Impax Asset Management's Antero Resources position peaked at $41.5M in Q1 2017.
282 funds tracked by Wall St. Rank held Antero Resources as of Q2 2018.

Based on Impax Asset Management's 13F filing for Q2 2018, filed 14 Aug 2018.