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Executive Wealth Management’s American Tower AMT Stock Holding History

Executive 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
2019
Q3 		– Sell
-386
Closed -$79K – 165
2019
Q2 		$79K Buy
386
+2
+0.5% +$402 0.01% 237
2019
Q1 		$76K Sell
384
-33
-8% -$5.79K 0.01% 220
2018
Q4 		$66K Buy
+417
New +$65.2K 0.01% 242

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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 $5.12B AUM 19.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Executive Wealth Management's AMT Position: Q3 2019 in Review

Executive Wealth Management sold out of American Tower (AMT) in Q3 2019, closing a stake of 386 shares — an estimated $79K sold.

Executive Wealth Management first reported a position in AMT in Q4 2018 and held it in 3 quarters. The position peaked at $79K in Q2 2019. 1,313 funds tracked by Wall St. Rank hold AMT as of Q3 2019.

  • Executive Wealth Management reported no remaining American Tower position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 386 American Tower shares in Q3 2019, an estimated $79K.
  • Executive Wealth Management first reported a position in American Tower in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's American Tower position peaked at $79K in Q2 2019.
  • 1,313 funds tracked by Wall St. Rank held American Tower as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.