SMFS
AM

Squar Milner Financial Services’s ANTERO MIDSTREAM PARTNERS LP 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
Q1 		– Sell
-1,185
Closed -$25K – 873
2018
Q4 		$25K Sell
1,185
-15
-1% -$424 0.02% 373
2018
Q3 		$34K Hold
1,200
– – 0.03% 353
2018
Q2 		$35K Buy
+1,200
New +$33.8K 0.03% 397

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

Squar Milner Financial Services's AM Position: Q1 2019 in Review

Squar Milner Financial Services sold out of ANTERO MIDSTREAM PARTNERS LP (AM) in Q1 2019, closing a stake of 1,185 shares — an estimated $25K sold.

Squar Milner Financial Services first reported a position in AM in Q2 2018 and held it in 3 quarters. The position peaked at $35K in Q2 2018. 5 funds tracked by Wall St. Rank hold AM as of Q1 2019.

  • Squar Milner Financial Services reported no remaining ANTERO MIDSTREAM PARTNERS LP position as of Q1 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 1,185 ANTERO MIDSTREAM PARTNERS LP shares in Q1 2019, an estimated $25K.
  • Squar Milner Financial Services first reported a position in ANTERO MIDSTREAM PARTNERS LP in Q2 2018 and held it in 3 quarters.
  • Squar Milner Financial Services's ANTERO MIDSTREAM PARTNERS LP position peaked at $35K in Q2 2018.
  • 5 funds tracked by Wall St. Rank held ANTERO MIDSTREAM PARTNERS LP as of Q1 2019.

Based on Squar Milner Financial Services's 13F filing for Q1 2019, filed 25 Apr 2019.