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Capstone Financial Group’s American Tower AMT Stock Holding History

Capstone Financial 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
2020
Q3 		$1.5M Sell
6,209
-45
-0.7% -$11.4K 1.16% 26
2020
Q2 		$1.66M Sell
6,254
-318
-5% -$78.7K 1.37% 17
2020
Q1 		$1.43M Buy
6,572
+397
+6% +$92.4K 1.47% 19
2019
Q4 		$1.42M Buy
+6,175
New +$1.35M 1.37% 27

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 $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Capstone Financial Group's AMT Position: Q3 2020 in Review

Capstone Financial Group reduced its American Tower (AMT) stake by 0.72% in Q3 2020, selling an estimated $11.4K and leaving 6,209 shares worth $1.5M. The position accounts for 1.16% of the portfolio, ranked #26.

Capstone Financial Group first reported a position in AMT in Q4 2019 and has held it in 4 quarters since. The position peaked at $1.66M in Q2 2020. 1,516 funds tracked by Wall St. Rank hold AMT as of Q3 2020.

  • Capstone Financial Group held 6,209 shares of American Tower worth $1.5M as of Q3 2020.
  • Capstone Financial Group sold 45 American Tower shares in Q3 2020, an estimated $11.4K.
  • American Tower made up 1.16% of Capstone Financial Group's portfolio in Q3 2020, its #26 holding.
  • Capstone Financial Group first reported a position in American Tower in Q4 2019 and has held it in 4 quarters since.
  • Capstone Financial Group's American Tower position peaked at $1.66M in Q2 2020.
  • 1,516 funds tracked by Wall St. Rank held American Tower as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.