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Haverford Financial Services’s American Tower AMT Stock Holding History

Haverford Financial 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
2018
Q4 		– Sell
-3,120
Closed -$453K – 66
2018
Q3 		$453K Hold
3,120
– – 0.16% 53
2018
Q2 		$450K Buy
+3,120
New +$434K 0.17% 53

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $3.38T AUM 44.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Haverford Financial Services's AMT Position: Q4 2018 in Review

Haverford Financial Services sold out of American Tower (AMT) in Q4 2018, closing a stake of 3,120 shares — an estimated $453K sold.

Haverford Financial Services first reported a position in AMT in Q2 2018 and held it in 2 quarters. The position peaked at $453K in Q3 2018. 1,176 funds tracked by Wall St. Rank hold AMT as of Q4 2018.

  • Haverford Financial Services reported no remaining American Tower position as of Q4 2018 after selling out during the quarter.
  • Haverford Financial Services sold 3,120 American Tower shares in Q4 2018, an estimated $453K.
  • Haverford Financial Services first reported a position in American Tower in Q2 2018 and held it in 2 quarters.
  • Haverford Financial Services's American Tower position peaked at $453K in Q3 2018.
  • 1,176 funds tracked by Wall St. Rank held American Tower as of Q4 2018.

Based on Haverford Financial Services's 13F filing for Q4 2018, filed 12 Feb 2019.