Chicago Equity Partners’s American Tower AMT Stock Holding History

Chicago Equity Partners’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 Q1	$918K	Buy	4,215 +1,235	+41%	+$287K	0.09%	297
2019 Q4	$685K	Sell	2,980 -1,070	-26%	-$233K	0.04%	565
2019 Q3	$896K	Buy	4,050 +2,910	+255%	+$635K	0.04%	532
2019 Q2	$233K	Hold	1,140	–	–	0.01%	842
2019 Q1	$225K	Sell	1,140 -450	-28%	-$78.9K	0.01%	805
2018 Q4	$252K	Buy	+1,590	New	+$249K	0.01%	754
2017 Q4	–	Sell	-7,490	Closed	-$1.02M	–	734
2017 Q3	$1.02M	Sell	7,490 -1,870	-20%	-$260K	0.03%	505
2017 Q2	$1.24M	Buy	9,360 +4,890	+109%	+$626K	0.03%	465
2017 Q1	$543K	Hold	4,470	–	–	0.02%	576
2016 Q4	$472K	Buy	+4,470	New	+$486K	0.01%	607

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

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

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

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

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Chicago Equity Partners's AMT Position: Q1 2020 in Review

Chicago Equity Partners increased its American Tower (AMT) stake by 41% in Q1 2020, buying an estimated $287K and bringing the position to 4,215 shares worth $918K. The position accounts for 0.09% of the portfolio, ranked #297.

Chicago Equity Partners first reported a position in AMT in Q4 2016 and has held it in 10 quarters since. The position peaked at $1.24M in Q2 2017. 1,433 funds tracked by Wall St. Rank hold AMT as of Q1 2020.

Chicago Equity Partners held 4,215 shares of American Tower worth $918K as of Q1 2020.
Chicago Equity Partners bought 1,235 American Tower shares in Q1 2020, an estimated $287K.
American Tower made up 0.09% of Chicago Equity Partners's portfolio in Q1 2020, its #297 holding.
Chicago Equity Partners first reported a position in American Tower in Q4 2016 and has held it in 10 quarters since.
Chicago Equity Partners's American Tower position peaked at $1.24M in Q2 2017.
1,433 funds tracked by Wall St. Rank held American Tower as of Q1 2020.

Based on Chicago Equity Partners's 13F filing for Q1 2020, filed 6 May 2020.