Transform Wealth’s ANTERO MIDSTREAM PARTNERS LP AM Stock Holding History

Transform 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	-17,606	Closed	-$377K	–	192
2018 Q4	$377K	Hold	17,606	–	–	0.08%	141
2018 Q3	$505K	Hold	17,606	–	–	0.09%	145
2018 Q2	$520K	Buy	17,606 +4,964	+39%	+$140K	0.09%	155
2018 Q1	$327K	Buy	12,642 +470	+4%	+$13.4K	0.06%	194
2017 Q4	$353K	Buy	12,172 +4,968	+69%	+$143K	0.07%	206
2017 Q3	$227K	Buy	+7,204	New	+$235K	0.08%	195

Other funds holding AM

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

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

Transform Wealth's AM Position: Q1 2019 in Review

Transform Wealth sold out of ANTERO MIDSTREAM PARTNERS LP (AM) in Q1 2019, closing a stake of 17,606 shares — an estimated $377K sold.

Transform Wealth first reported a position in AM in Q3 2017 and held it in 6 quarters. The position peaked at $520K in Q2 2018. 5 funds tracked by Wall St. Rank hold AM as of Q1 2019.

Transform Wealth reported no remaining ANTERO MIDSTREAM PARTNERS LP position as of Q1 2019 after selling out during the quarter.
Transform Wealth sold 17,606 ANTERO MIDSTREAM PARTNERS LP shares in Q1 2019, an estimated $377K.
Transform Wealth first reported a position in ANTERO MIDSTREAM PARTNERS LP in Q3 2017 and held it in 6 quarters.
Transform Wealth's ANTERO MIDSTREAM PARTNERS LP position peaked at $520K in Q2 2018.
5 funds tracked by Wall St. Rank held ANTERO MIDSTREAM PARTNERS LP as of Q1 2019.

Based on Transform Wealth's 13F filing for Q1 2019, filed 12 Apr 2019.