IAA
AM icon

Independent Advisor Alliance’s Antero Midstream AM Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-128,602
Closed -$976K – 435
2019
Q4 		$976K Buy
+128,602
New +$813K 0.04% 370

Other funds holding AM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Independent Advisor Alliance's AM Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Antero Midstream (AM) in Q1 2020, closing a stake of 128,602 shares — an estimated $976K sold.

Independent Advisor Alliance first reported a position in AM in Q4 2019 and held it in 1 quarter. The position peaked at $976K in Q4 2019. 227 funds tracked by Wall St. Rank hold AM as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Antero Midstream position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 128,602 Antero Midstream shares in Q1 2020, an estimated $976K.
  • Independent Advisor Alliance first reported a position in Antero Midstream in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's Antero Midstream position peaked at $976K in Q4 2019.
  • 227 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.