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Fiduciary Financial Services of The Southwest’s American Tower AMT Stock Holding History

Fiduciary Financial Services of The Southwest’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
Q4 		$13.3M Sell
57,711
-2,028
-3% -$442K 3.47% 2
2019
Q3 		$13.2M Sell
59,739
-669
-1% -$146K 3.53% 3
2019
Q2 		$12.3M Sell
60,408
-434
-0.7% -$87.2K 3.5% 2
2019
Q1 		$12M Sell
60,842
-542
-0.9% -$95.1K 3.49% 2
2018
Q4 		$9.71M Sell
61,384
-61
-0.1% -$9.54K 3.06% 3
2018
Q3 		$8.93M Sell
61,445
-282
-0.5% -$41.4K 2.48% 6
2018
Q2 		$8.9M Sell
61,727
-1,943
-3% -$270K 2.7% 5
2018
Q1 		$9.25M Sell
63,670
-250
-0.4% -$35.2K 2.83% 2
2017
Q4 		$9.12M Sell
63,920
-735
-1% -$105K 2.67% 4
2017
Q3 		$8.84M Sell
64,655
-169
-0.3% -$23.5K 2.64% 6
2017
Q2 		$8.58M Buy
64,824
+993
+2% +$127K 2.64% 6
2017
Q1 		$7.76M Sell
63,831
-834
-1% -$91.7K 2.47% 6
2016
Q4 		$6.83M Buy
64,665
+164
+0.3% +$17.8K 2.25% 7
2016
Q3 		$7.31M Buy
64,501
+601
+0.9% +$68.7K 2.35% 6
2016
Q2 		$7.26M Buy
63,900
+1,197
+2% +$127K 2.34% 7
2016
Q1 		$6.42M Buy
62,703
+286
+0.5% +$26.7K 2.28% 9
2015
Q4 		$6.05M Sell
62,417
-249
-0.4% -$24.3K 2.15% 10
2015
Q3 		$5.51M Buy
62,666
+45
+0.1% +$4.24K 1.93% 13
2015
Q2 		$5.84M Sell
62,621
-1,402
-2% -$133K 1.8% 10
2015
Q1 		$6.03M Buy
64,023
+775
+1% +$75.4K 1.77% 11
2014
Q4 		$6.25M Buy
63,248
+814
+1% +$80K 1.79% 12
2014
Q3 		$5.85M Buy
62,434
+667
+1% +$63.5K 1.65% 14
2014
Q2 		$5.56M Sell
61,767
-425
-0.7% -$36.8K 1.56% 17
2014
Q1 		$5.09M Sell
62,192
-165
-0.3% -$13.4K 1.54% 17
2013
Q4 		$4.98M Sell
62,357
-445
-0.7% -$34.6K 1.56% 17
2013
Q3 		$4.66M Sell
62,802
-3,335
-5% -$241K 1.54% 19
2013
Q2 		$4.84M Buy
+66,137
New +$5.26M 1.61% 18

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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 $757B AUM 28.64% 1-Year Est. Return

Fiduciary Financial Services of The Southwest's AMT Position: Q4 2019 in Review

Fiduciary Financial Services of The Southwest reduced its American Tower (AMT) stake by 3.4% in Q4 2019, selling an estimated $442K and leaving 57,711 shares worth $13.3M. The position accounts for 3.47% of the portfolio, ranked #2.

Fiduciary Financial Services of The Southwest first reported a position in AMT in Q2 2013 and has held it in 27 quarters since. 1,391 funds tracked by Wall St. Rank hold AMT as of Q4 2019.

  • Fiduciary Financial Services of The Southwest held 57,711 shares of American Tower worth $13.3M as of Q4 2019.
  • Fiduciary Financial Services of The Southwest sold 2,028 American Tower shares in Q4 2019, an estimated $442K.
  • American Tower made up 3.47% of Fiduciary Financial Services of The Southwest's portfolio in Q4 2019, its #2 holding.
  • Fiduciary Financial Services of The Southwest first reported a position in American Tower in Q2 2013 and has held it in 27 quarters since.
  • 1,391 funds tracked by Wall St. Rank held American Tower as of Q4 2019.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2019, filed 11 Feb 2020.