Boys Arnold & Co’s American Tower AMT Stock Holding History

Boys Arnold & Co’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	-5,700	Closed	-$1.24M	–	14
2020 Q1	$1.24M	Sell	5,700 -600	-10%	-$140K	0.22%	102
2019 Q4	$1.45M	Buy	6,300 +210	+3%	+$45.7K	0.2%	106
2019 Q3	$1.33M	Buy	6,090 +2,425	+66%	+$529K	0.2%	109
2019 Q2	$749K	Buy	3,665 +295	+9%	+$59.3K	0.11%	160
2019 Q1	$664K	Buy	3,370 +5	+0.1%	+$877	0.1%	170
2018 Q4	$534K	Buy	3,365 +880	+35%	+$138K	0.09%	182
2018 Q3	$358K	Buy	2,485 +50	+2%	+$7.33K	0.05%	225
2018 Q2	$351K	Sell	2,435 -244	-9%	-$33.9K	0.05%	232
2018 Q1	$366K	Sell	2,679 -408	-13%	-$57.5K	0.05%	229
2017 Q4	$440K	Hold	3,087	–	–	0.07%	222
2017 Q3	$422K	Hold	3,087	–	–	0.07%	219
2017 Q2	$408K	Buy	3,087 +94	+3%	+$12K	0.05%	218
2017 Q1	$364K	Buy	2,993 +355	+13%	+$39.1K	0.06%	228
2016 Q4	$279K	Sell	2,638 -100	-4%	-$10.9K	0.05%	245
2016 Q3	$310K	Buy	2,738 +800	+41%	+$91.5K	0.05%	237
2016 Q2	$220K	Buy	+1,938	New	+$206K	0.04%	254

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

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 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