Advisor Group’s American Tower AMT Stock Holding History

Advisor Group’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
2019 Q4	$9.35M	Sell	40,670 -638	-2%	-$139K	0.06%	251
2019 Q3	$9.14M	Buy	41,308 +4,321	+12%	+$943K	0.07%	242
2019 Q2	$7.56M	Sell	36,987 -782	-2%	-$157K	0.06%	286
2019 Q1	$7.45M	Sell	37,769 -3,839	-9%	-$673K	0.06%	276
2018 Q4	$6.59M	Buy	41,608 +4,840	+13%	+$757K	0.06%	252
2018 Q3	$5.35M	Buy	36,768 +9,211	+33%	+$1.35M	0.05%	302
2018 Q2	$3.97M	Buy	27,557 +3,463	+14%	+$481K	0.05%	310
2018 Q1	$3.5M	Sell	24,094 -10,995	-31%	-$1.55M	0.05%	355
2017 Q4	$5.01M	Buy	35,089 +2,508	+8%	+$358K	0.07%	260
2017 Q3	$4.46M	Sell	32,581 -14,491	-31%	-$2.02M	0.07%	255
2017 Q2	$6.23M	Buy	47,072 +3,017	+7%	+$386K	0.11%	192
2017 Q1	$5.36M	Buy	44,055 +1,222	+3%	+$134K	0.11%	198
2016 Q4	$4.53M	Buy	42,833 +652	+2%	+$70.8K	0.1%	217
2016 Q3	$4.78M	Buy	42,181 +20,576	+95%	+$2.35M	0.12%	196
2016 Q2	$2.45M	Buy	+21,605	New	+$2.3M	0.06%	322

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return