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Bernicke Wealth Management’s American Tower AMT Stock Holding History

Bernicke Wealth Management’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
2020
Q2 		– Sell
-5,433
Closed -$1.18M – 49
2020
Q1 		$1.18M Buy
5,433
+120
+2% +$27.9K 0.72% 15
2019
Q4 		$1.22M Buy
5,313
+178
+3% +$38.8K 0.68% 26
2019
Q3 		$1.14M Buy
5,135
+497
+11% +$108K 0.66% 19
2019
Q2 		$948K Sell
4,638
-1,392
-23% -$280K 0.57% 30
2019
Q1 		$1.19M Buy
6,030
+120
+2% +$21K 0.75% 12
2018
Q4 		$935K Buy
5,910
+274
+5% +$42.8K 0.64% 14
2018
Q3 		$819K Buy
5,636
+504
+10% +$73.9K 0.54% 30
2018
Q2 		$740K Buy
+5,132
New +$713K 0.52% 23

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bernicke Wealth Management's AMT Position: Q2 2020 in Review

Bernicke Wealth Management sold out of American Tower (AMT) in Q2 2020, closing a stake of 5,433 shares — an estimated $1.18M sold.

Bernicke Wealth Management first reported a position in AMT in Q2 2018 and held it in 8 quarters. The position peaked at $1.22M in Q4 2019. 1,504 funds tracked by Wall St. Rank hold AMT as of Q2 2020.

  • Bernicke Wealth Management reported no remaining American Tower position as of Q2 2020 after selling out during the quarter.
  • Bernicke Wealth Management sold 5,433 American Tower shares in Q2 2020, an estimated $1.18M.
  • Bernicke Wealth Management first reported a position in American Tower in Q2 2018 and held it in 8 quarters.
  • Bernicke Wealth Management's American Tower position peaked at $1.22M in Q4 2019.
  • 1,504 funds tracked by Wall St. Rank held American Tower as of Q2 2020.

Based on Bernicke Wealth Management's 13F filing for Q2 2020, filed 19 Aug 2020.