IberiaBank’s American Tower AMT Stock Holding History

IberiaBank’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 Q2	$6.18M	Sell	23,899 -2,981	-11%	-$737K	0.73%	48
2020 Q1	$5.85M	Sell	26,880 -3,202	-11%	-$745K	0.77%	46
2019 Q4	$6.91M	Buy	30,082 +2,167	+8%	+$472K	0.72%	50
2019 Q3	$6.17M	Sell	27,915 -1,325	-5%	-$289K	0.71%	49
2019 Q2	$5.98M	Sell	29,240 -6,234	-18%	-$1.25M	0.66%	53
2019 Q1	$6.99M	Buy	35,474 +8,747	+33%	+$1.53M	0.81%	43
2018 Q4	$4.23M	Buy	26,727 +6,123	+30%	+$957K	0.55%	60
2018 Q3	$2.99M	Buy	20,604 +12,804	+164%	+$1.88M	0.37%	80
2018 Q2	$1.13M	Buy	7,800 +2,202	+39%	+$306K	0.2%	127
2018 Q1	$814K	Buy	+5,598	New	+$789K	0.16%	140

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IberiaBank's AMT Position: Q2 2020 in Review

IberiaBank reduced its American Tower (AMT) stake by 11% in Q2 2020, selling an estimated $737K and leaving 23,899 shares worth $6.18M. The position accounts for 0.73% of the portfolio, ranked #48.

IberiaBank first reported a position in AMT in Q1 2018 and has held it in 10 quarters since. The position peaked at $6.99M in Q1 2019. 1,504 funds tracked by Wall St. Rank hold AMT as of Q2 2020.

IberiaBank held 23,899 shares of American Tower worth $6.18M as of Q2 2020.
IberiaBank sold 2,981 American Tower shares in Q2 2020, an estimated $737K.
American Tower made up 0.73% of IberiaBank's portfolio in Q2 2020, its #48 holding.
IberiaBank first reported a position in American Tower in Q1 2018 and has held it in 10 quarters since.
IberiaBank's American Tower position peaked at $6.99M in Q1 2019.
1,504 funds tracked by Wall St. Rank held American Tower as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.