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Acorn Wealth Advisors’s American Tower AMT Stock Holding History

Acorn Wealth Advisors’s Portfolio AMT Stock Details AMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-132
Closed -$19K – 133
2018
Q2 		$19K Hold
132
– – 0.02% 395
2018
Q1 		$18K Hold
132
– – 0.02% 401
2017
Q4 		$19K Buy
+132
New +$18.8K 0.02% 387

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Acorn Wealth Advisors's AMT Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of American Tower (AMT) in Q3 2018, closing a stake of 132 shares — an estimated $19K sold.

Acorn Wealth Advisors first reported a position in AMT in Q4 2017 and held it in 3 quarters. The position peaked at $19K in Q2 2018. 1,087 funds tracked by Wall St. Rank hold AMT as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining American Tower position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 132 American Tower shares in Q3 2018, an estimated $19K.
  • Acorn Wealth Advisors first reported a position in American Tower in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's American Tower position peaked at $19K in Q2 2018.
  • 1,087 funds tracked by Wall St. Rank held American Tower as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.