WAM
AM icon

Wealthspire Advisors (Maryland)’s Antero Midstream AM Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q3 		– Sell
-61
Closed -$1K – 2375
2018
Q2 		$1K Hold
61
– – ﹤0.01% 2271
2018
Q1 		$1K Hold
61
– – ﹤0.01% 2289
2017
Q4 		$1K Hold
61
– – ﹤0.01% 2237
2017
Q3 		$1K Hold
61
– – ﹤0.01% 2055
2017
Q2 		$1K Buy
+61
New +$1.32K ﹤0.01% 2055

Other funds holding AM

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
YEPV
Yorktown Energy Partners VIII New York $52.9M AUM 30% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
YEPV
Yorktown Energy Partners VII New York $23.4M AUM 17.42% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AM Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of Antero Midstream (AM) in Q3 2018, closing a stake of 61 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in AM in Q2 2017 and held it in 5 quarters. The position peaked at $1K in Q2 2018. 133 funds tracked by Wall St. Rank hold AM as of Q3 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Antero Midstream position as of Q3 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 61 Antero Midstream shares in Q3 2018, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Antero Midstream in Q2 2017 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s Antero Midstream position peaked at $1K in Q2 2018.
  • 133 funds tracked by Wall St. Rank held Antero Midstream as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.