OTA Financial Group’s Antero Midstream AM Stock Holding History

OTA 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
2020 Q1	–	Sell	-29,326	Closed	-$222K	–	44
2019 Q4	$222K	Buy	+29,326	New	+$186K	0.15%	46

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

CCM

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

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

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

TCA

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

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

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

OTA Financial Group's AM Position: Q1 2020 in Review

OTA Financial Group sold out of Antero Midstream (AM) in Q1 2020, closing a stake of 29,326 shares — an estimated $222K sold.

OTA Financial Group first reported a position in AM in Q4 2019 and held it in 1 quarter. The position peaked at $222K in Q4 2019. 227 funds tracked by Wall St. Rank hold AM as of Q1 2020.

OTA Financial Group reported no remaining Antero Midstream position as of Q1 2020 after selling out during the quarter.
OTA Financial Group sold 29,326 Antero Midstream shares in Q1 2020, an estimated $222K.
OTA Financial Group first reported a position in Antero Midstream in Q4 2019 and held it in 1 quarter.
OTA Financial Group's Antero Midstream position peaked at $222K in Q4 2019.
227 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2020.

Based on OTA Financial Group's 13F filing for Q1 2020, filed 15 Apr 2020.