First Allied Advisory Services’s American Tower AMT Stock Holding History

First Allied Advisory Services’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	$1.49M	Buy	6,146 +223	+4%	+$56.5K	0.05%	366
2020 Q2	$1.53M	Buy	5,923 +322	+6%	+$79.7K	0.06%	336
2020 Q1	$1.22M	Buy	5,601 +63	+1%	+$14.7K	0.05%	352
2019 Q4	$1.27M	Buy	5,538 +1	+0%	+$218	0.04%	402
2019 Q3	$1.23M	Sell	5,537 -1,680	-23%	-$367K	0.04%	411
2019 Q2	$1.48M	Sell	7,217 -309	-4%	-$62.1K	0.05%	370
2019 Q1	$1.49M	Buy	7,526 +1,536	+26%	+$269K	0.05%	360
2018 Q4	$951K	Buy	5,990 +527	+10%	+$82.4K	0.04%	430
2018 Q3	$797K	Sell	5,463 -1,270	-19%	-$186K	0.03%	547
2018 Q2	$964K	Sell	6,733 -176	-3%	-$24.5K	0.04%	466
2018 Q1	$1M	Sell	6,909 -143	-2%	-$20.1K	0.04%	449
2017 Q4	$1.01M	Buy	7,052 +177	+3%	+$25.3K	0.04%	447
2017 Q3	$943K	Sell	6,875 -45	-0.7%	-$6.26K	0.04%	431
2017 Q2	$919K	Sell	6,920 -473	-6%	-$60.6K	0.04%	448
2017 Q1	$900K	Buy	7,393 +68	+0.9%	+$7.48K	0.05%	410
2016 Q4	$774K	Buy	7,325 +308	+4%	+$33.5K	0.04%	458
2016 Q3	$795K	Sell	7,017 -19	-0.3%	-$2.17K	0.04%	425
2016 Q2	$804K	Sell	7,036 -117	-2%	-$12.5K	0.04%	414
2016 Q1	$733K	Sell	7,153 -850	-11%	-$79.5K	0.04%	438
2015 Q4	$776K	Buy	8,003 +557	+7%	+$54.3K	0.04%	441
2015 Q3	$657K	Buy	7,446 +600	+9%	+$56.5K	0.04%	475
2015 Q2	$638K	Sell	6,846 -408	-6%	-$38.6K	0.03%	527
2015 Q1	$681K	Buy	7,254 +250	+4%	+$24.3K	0.05%	465
2014 Q4	$687K	Sell	7,004 -249	-3%	-$24.5K	0.05%	428
2014 Q3	$677K	Sell	7,253 -182	-2%	-$17.3K	0.05%	415
2014 Q2	$668K	Sell	7,435 -601	-7%	-$52K	0.05%	436
2014 Q1	$652K	Buy	8,036 +978	+14%	+$79.7K	0.05%	435
2013 Q4	$562K	Buy	7,058 +1,088	+18%	+$84.5K	0.05%	458
2013 Q3	$441K	Sell	5,970 -105	-2%	-$7.58K	0.03%	588
2013 Q2	$445K	Buy	+6,075	New	+$483K	0.04%	526

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

First Allied Advisory Services's AMT Position: Q3 2020 in Review

First Allied Advisory Services increased its American Tower (AMT) stake by 3.8% in Q3 2020, buying an estimated $56.5K and bringing the position to 6,146 shares worth $1.49M. The position accounts for 0.05% of the portfolio, ranked #366.

First Allied Advisory Services first reported a position in AMT in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.53M in Q2 2020. 1,516 funds tracked by Wall St. Rank hold AMT as of Q3 2020.

First Allied Advisory Services held 6,146 shares of American Tower worth $1.49M as of Q3 2020.
First Allied Advisory Services bought 223 American Tower shares in Q3 2020, an estimated $56.5K.
American Tower made up 0.05% of First Allied Advisory Services's portfolio in Q3 2020, its #366 holding.
First Allied Advisory Services first reported a position in American Tower in Q2 2013 and has held it in 30 quarters since.
First Allied Advisory Services's American Tower position peaked at $1.53M in Q2 2020.
1,516 funds tracked by Wall St. Rank held American Tower as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.