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Squar Milner Financial Services’s Antero Midstream AM Stock Holding History

Squar Milner Financial Services’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
Q3 		– Sell
-2,205
Closed -$25K – 238
2019
Q2 		$25K Buy
2,205
+65
+3% +$832 0.02% 431
2019
Q1 		$29K Buy
2,140
+670
+46% +$8.75K 0.02% 383
2018
Q4 		$16K Sell
1,470
-45
-3% -$687 0.02% 419
2018
Q3 		$26K Hold
1,515
– – 0.02% 380
2018
Q2 		$29K Buy
+1,515
New +$26.9K 0.03% 425

Other funds holding AM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
T
Tinicum New York $67.3M AUM 7.19% 1-Year Est. Return

Squar Milner Financial Services's AM Position: Q3 2019 in Review

Squar Milner Financial Services sold out of Antero Midstream (AM) in Q3 2019, closing a stake of 2,205 shares — an estimated $25K sold.

Squar Milner Financial Services first reported a position in AM in Q2 2018 and held it in 5 quarters. The position peaked at $29K in Q1 2019. 249 funds tracked by Wall St. Rank hold AM as of Q3 2019.

  • Squar Milner Financial Services reported no remaining Antero Midstream position as of Q3 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 2,205 Antero Midstream shares in Q3 2019, an estimated $25K.
  • Squar Milner Financial Services first reported a position in Antero Midstream in Q2 2018 and held it in 5 quarters.
  • Squar Milner Financial Services's Antero Midstream position peaked at $29K in Q1 2019.
  • 249 funds tracked by Wall St. Rank held Antero Midstream as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.