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Fiduciary Financial Services of The Southwest’s SBA Communications SBAC Stock Holding History

Fiduciary Financial Services of The Southwest’s Portfolio SBAC Stock Details SBAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$1.19M Buy
4,927
+293
+6% +$69.5K 0.31% 81
2019
Q3 		$1.12M Buy
4,634
+58
+1% +$14.3K 0.3% 81
2019
Q2 		$1.03M Buy
4,576
+88
+2% +$18.6K 0.29% 85
2019
Q1 		$896K Hold
4,488
– – 0.26% 92
2018
Q4 		$727K Buy
4,488
+1,011
+29% +$165K 0.23% 95
2018
Q3 		$559K Buy
3,477
+429
+14% +$68.4K 0.16% 114
2018
Q2 		$503K Buy
3,048
+175
+6% +$28.2K 0.15% 116
2018
Q1 		$491K Buy
2,873
+52
+2% +$8.62K 0.15% 115
2017
Q4 		$461K Buy
2,821
+92
+3% +$14.6K 0.14% 122
2017
Q3 		$393K Buy
2,729
+58
+2% +$8.26K 0.12% 125
2017
Q2 		$360K Buy
2,671
+130
+5% +$16.9K 0.11% 124
2017
Q1 		$306K Sell
2,541
-175
-6% -$19.3K 0.1% 127
2016
Q4 		$280K Hold
2,716
– – 0.09% 134
2016
Q3 		$305K Buy
+2,716
New +$307K 0.1% 131
2015
Q4 		– Sell
-2,225
Closed -$233K – 148
2015
Q3 		$233K Hold
2,225
– – 0.08% 139
2015
Q2 		$256K Buy
2,225
+80
+4% +$9.39K 0.08% 146
2015
Q1 		$251K Hold
2,145
– – 0.07% 147
2014
Q4 		$238K Hold
2,145
– – 0.07% 149
2014
Q3 		$238K Hold
2,145
– – 0.07% 154
2014
Q2 		$219K Buy
+2,145
New +$206K 0.06% 155

Other funds holding SBAC

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Fiduciary Financial Services of The Southwest increased its SBA Communications (SBAC) stake by 6.3% in Q4 2019, buying an estimated $69.5K and bringing the position to 4,927 shares worth $1.19M. The position accounts for 0.31% of the portfolio, ranked #81.

Fiduciary Financial Services of The Southwest first reported a position in SBAC in Q2 2014 and has held it in 20 quarters since. 584 funds tracked by Wall St. Rank hold SBAC as of Q4 2019.

  • Fiduciary Financial Services of The Southwest held 4,927 shares of SBA Communications worth $1.19M as of Q4 2019.
  • Fiduciary Financial Services of The Southwest bought 293 SBA Communications shares in Q4 2019, an estimated $69.5K.
  • SBA Communications made up 0.31% of Fiduciary Financial Services of The Southwest's portfolio in Q4 2019, its #81 holding.
  • Fiduciary Financial Services of The Southwest first reported a position in SBA Communications in Q2 2014 and has held it in 20 quarters since.
  • 584 funds tracked by Wall St. Rank held SBA Communications as of Q4 2019.

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