Next Financial Group’s Antero Midstream AM Stock Holding History

Next Financial Group’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
2021 Q2	–	Sell	-34,672	Closed	-$313K	–	2615
2021 Q1	$313K	Buy	+34,672	New	+$299K	0.03%	614
2020 Q2	–	Sell	-1,500	Closed	-$3K	–	640
2020 Q1	$3K	Sell	1,500 -800	-35%	-$3.82K	﹤0.01%	1808
2019 Q4	$17K	Hold	2,300	–	–	﹤0.01%	1574
2019 Q3	$17K	Hold	2,300	–	–	﹤0.01%	1497
2019 Q2	$26K	Buy	+2,300	New	+$29.5K	﹤0.01%	1371

Other funds holding AM

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

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Next Financial Group's AM Position: Q2 2021 in Review

Next Financial Group sold out of Antero Midstream (AM) in Q2 2021, closing a stake of 34,672 shares — an estimated $313K sold.

Next Financial Group first reported a position in AM in Q2 2019 and held it in 5 quarters. The position peaked at $313K in Q1 2021. 291 funds tracked by Wall St. Rank hold AM as of Q2 2021.

Next Financial Group reported no remaining Antero Midstream position as of Q2 2021 after selling out during the quarter.
Next Financial Group sold 34,672 Antero Midstream shares in Q2 2021, an estimated $313K.
Next Financial Group first reported a position in Antero Midstream in Q2 2019 and held it in 5 quarters.
Next Financial Group's Antero Midstream position peaked at $313K in Q1 2021.
291 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2021.

Based on Next Financial Group's 13F filing for Q2 2021, filed 13 Jul 2021.