Mosaic Family Wealth’s Antero Midstream AM Stock Holding History

Mosaic Family 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
2017 Q4	–	Sell	-1,317	Closed	-$27K	–	686
2017 Q3	$27K	Buy	+1,317	New	+$26.3K	0.01%	426

Other funds holding AM

Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

YEPV

Yorktown Energy Partners VIII New York $52.9M AUM 30% 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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

YEPV

Yorktown Energy Partners VII New York $23.4M AUM 17.42% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mosaic Family Wealth's AM Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Antero Midstream (AM) in Q4 2017, closing a stake of 1,317 shares — an estimated $27K sold.

Mosaic Family Wealth first reported a position in AM in Q3 2017 and held it in 1 quarter. The position peaked at $27K in Q3 2017. 107 funds tracked by Wall St. Rank hold AM as of Q4 2017.

Mosaic Family Wealth reported no remaining Antero Midstream position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 1,317 Antero Midstream shares in Q4 2017, an estimated $27K.
Mosaic Family Wealth first reported a position in Antero Midstream in Q3 2017 and held it in 1 quarter.
Mosaic Family Wealth's Antero Midstream position peaked at $27K in Q3 2017.
107 funds tracked by Wall St. Rank held Antero Midstream as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.