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Integrated Wealth Management (Palm Desert)’s Antero Resources AR Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q1 		– Sell
-142
Closed -$3K – 1199
2015
Q4 		$3K Hold
142
– – ﹤0.01% 1005
2015
Q3 		$3K Buy
+142
New +$3.78K ﹤0.01% 1014

Other funds holding AR

WP
Warburg Pincus New York $187M AUM 34% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 1-Year Est. Return
YEPV
Yorktown Energy Partners VIII New York $52.9M AUM 30% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
YU
Yale University New Haven, Connecticut $2.05M AUM 1.81% 1-Year Est. Return
YEPV
Yorktown Energy Partners VII New York $23.4M AUM 17.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s AR Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Antero Resources (AR) in Q1 2016, closing a stake of 142 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in AR in Q3 2015 and held it in 2 quarters. The position peaked at $3K in Q4 2015. 242 funds tracked by Wall St. Rank hold AR as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Antero Resources position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 142 Antero Resources shares in Q1 2016, an estimated $3K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Antero Resources in Q3 2015 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s Antero Resources position peaked at $3K in Q4 2015.
  • 242 funds tracked by Wall St. Rank held Antero Resources as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.