Kaizen Advisory’s American Tower AMT Stock Holding History

Kaizen Advisory’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	$192K	Buy	1,212 +204	+20%	+$31.9K	0.13%	161
2018 Q3	$146K	Hold	1,008	–	–	0.08%	187
2018 Q2	$145K	Buy	1,008 +589	+141%	+$81.8K	0.07%	184
2018 Q1	$61K	Hold	419	–	–	0.06%	167
2017 Q4	$60K	Buy	+419	New	+$59.8K	0.04%	175

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Kaizen Advisory's AMT Position: Q4 2018 in Review

Kaizen Advisory increased its American Tower (AMT) stake by 20% in Q4 2018, buying an estimated $31.9K and bringing the position to 1,212 shares worth $192K. The position accounts for 0.13% of the portfolio, ranked #161.

Kaizen Advisory first reported a position in AMT in Q4 2017 and has held it in 5 quarters since. 1,175 funds tracked by Wall St. Rank hold AMT as of Q4 2018.

Kaizen Advisory held 1,212 shares of American Tower worth $192K as of Q4 2018.
Kaizen Advisory bought 204 American Tower shares in Q4 2018, an estimated $31.9K.
American Tower made up 0.13% of Kaizen Advisory's portfolio in Q4 2018, its #161 holding.
Kaizen Advisory first reported a position in American Tower in Q4 2017 and has held it in 5 quarters since.
1,175 funds tracked by Wall St. Rank held American Tower as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.