MFW
AM

Mosaic Family Wealth’s ANTERO MIDSTREAM PARTNERS LP 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
2019
Q1 		– Sell
-1,600
Closed -$34K – 737
2018
Q4 		$34K Hold
1,600
– – 0.01% 352
2018
Q3 		$45K Hold
1,600
– – 0.02% 335
2018
Q2 		$47K Hold
1,600
– – 0.02% 322
2018
Q1 		$41K Hold
1,600
– – 0.02% 340
2017
Q4 		$46K Sell
1,600
-1,164
-42% -$33.5K 0.02% 341
2017
Q3 		$87K Buy
2,764
+1,164
+73% +$38K 0.03% 277
2017
Q2 		$53K Hold
1,600
– – 0.02% 322
2017
Q1 		$53K Hold
1,600
– – 0.02% 318
2016
Q4 		$49K Buy
+1,600
New +$46K 0.02% 328
2016
Q3 		– Sell
-1,900
Closed -$53K – 814
2016
Q2 		$53K Buy
+1,900
New +$45.9K 0.03% 321

Other funds holding AM

HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
JWM
Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return
CWA
Cypress Wealth Advisors San Francisco, California $87.4M AUM 8.8% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

Mosaic Family Wealth's AM Position: Q1 2019 in Review

Mosaic Family Wealth sold out of ANTERO MIDSTREAM PARTNERS LP (AM) in Q1 2019, closing a stake of 1,600 shares — an estimated $34K sold.

Mosaic Family Wealth first reported a position in AM in Q2 2016 and held it in 10 quarters. The position peaked at $87K in Q3 2017. 5 funds tracked by Wall St. Rank hold AM as of Q1 2019.

  • Mosaic Family Wealth reported no remaining ANTERO MIDSTREAM PARTNERS LP position as of Q1 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 1,600 ANTERO MIDSTREAM PARTNERS LP shares in Q1 2019, an estimated $34K.
  • Mosaic Family Wealth first reported a position in ANTERO MIDSTREAM PARTNERS LP in Q2 2016 and held it in 10 quarters.
  • Mosaic Family Wealth's ANTERO MIDSTREAM PARTNERS LP position peaked at $87K in Q3 2017.
  • 5 funds tracked by Wall St. Rank held ANTERO MIDSTREAM PARTNERS LP as of Q1 2019.

Based on Mosaic Family Wealth's 13F filing for Q1 2019, filed 14 May 2019.