Kore Private Wealth’s Antero Midstream AM Stock Holding History

Kore Private Wealth’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 Q3	–	Sell	-1,056	Closed	-$5K	–	307
2020 Q2	$5K	Hold	1,056	–	–	﹤0.01%	902
2020 Q1	$2K	Sell	1,056 -1,223	-54%	-$5.84K	﹤0.01%	905
2019 Q4	$17K	Buy	+2,279	New	+$14.4K	﹤0.01%	651
2019 Q2	–	Sell	-1,880	Closed	-$26K	–	252
2019 Q1	$26K	Buy	+1,880	New	+$24.5K	0.01%	474

Other funds holding AM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Tinicum New York $67.3M AUM 7.19% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return

Kore Private Wealth's AM Position: Q3 2020 in Review

Kore Private Wealth sold out of Antero Midstream (AM) in Q3 2020, closing a stake of 1,056 shares — an estimated $5K sold.

Kore Private Wealth first reported a position in AM in Q1 2019 and held it in 4 quarters. The position peaked at $26K in Q1 2019. 246 funds tracked by Wall St. Rank hold AM as of Q3 2020.

Kore Private Wealth reported no remaining Antero Midstream position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 1,056 Antero Midstream shares in Q3 2020, an estimated $5K.
Kore Private Wealth first reported a position in Antero Midstream in Q1 2019 and held it in 4 quarters.
Kore Private Wealth's Antero Midstream position peaked at $26K in Q1 2019.
246 funds tracked by Wall St. Rank held Antero Midstream as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.