Arbor Wealth Management (Florida)’s American Tower AMT Stock Holding History

Arbor Wealth Management (Florida)’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 Q2	–	Sell	-3,552	Closed	-$491K	–	56
2018 Q1	$491K	Sell	3,552 -1,324	-27%	-$187K	0.42%	47
2017 Q4	$695K	Hold	4,876	–	–	0.53%	45
2017 Q3	$728K	Hold	4,876	–	–	0.62%	41
2017 Q2	$666K	Hold	4,876	–	–	0.63%	40
2017 Q1	$614K	Sell	4,876 -193	-4%	-$21.2K	0.54%	44
2016 Q4	$542	Sell	5,069 -156	-3%	-$16.9K	0.42%	47
2016 Q3	$595K	Sell	5,225 -30	-0.6%	-$3.43K	0.51%	49
2016 Q2	$612K	Buy	5,255 +241	+5%	+$25.6K	0.58%	43
2016 Q1	$535K	Sell	5,014 -152	-3%	-$14.2K	0.55%	42
2015 Q4	$437K	Buy	+5,166	New	+$503K	0.48%	55

Other funds holding AMT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arbor Wealth Management (Florida)'s AMT Position: Q2 2018 in Review

Arbor Wealth Management (Florida) sold out of American Tower (AMT) in Q2 2018, closing a stake of 3,552 shares — an estimated $491K sold.

Arbor Wealth Management (Florida) first reported a position in AMT in Q4 2015 and held it in 10 quarters. The position peaked at $728K in Q3 2017. 1,077 funds tracked by Wall St. Rank hold AMT as of Q2 2018.

Arbor Wealth Management (Florida) reported no remaining American Tower position as of Q2 2018 after selling out during the quarter.
Arbor Wealth Management (Florida) sold 3,552 American Tower shares in Q2 2018, an estimated $491K.
Arbor Wealth Management (Florida) first reported a position in American Tower in Q4 2015 and held it in 10 quarters.
Arbor Wealth Management (Florida)'s American Tower position peaked at $728K in Q3 2017.
1,077 funds tracked by Wall St. Rank held American Tower as of Q2 2018.

Based on Arbor Wealth Management (Florida)'s 13F filing for Q2 2018, filed 16 Aug 2018.