LifePlan Financial Group’s American Tower AMT Stock Holding History

LifePlan Financial Group’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	$6K	Buy	24 +2	+9%	+$507	﹤0.01%	452
2020 Q2	$6K	Hold	22	–	–	﹤0.01%	454
2020 Q1	$5K	Hold	22	–	–	﹤0.01%	446
2019 Q4	$5K	Hold	22	–	–	﹤0.01%	461
2019 Q3	$5K	Hold	22	–	–	﹤0.01%	454
2019 Q2	$4K	Hold	22	–	–	﹤0.01%	465
2019 Q1	$4K	Hold	22	–	–	﹤0.01%	466
2018 Q4	$3K	Hold	22	–	–	﹤0.01%	469
2018 Q3	$3K	Hold	22	–	–	﹤0.01%	473
2018 Q2	$3K	Sell	22 -5	-19%	-$695	﹤0.01%	455
2018 Q1	$4K	Buy	+27	New	+$3.8K	﹤0.01%	425
2014 Q2	–	Sell	-91	Closed	-$7K	–	74
2014 Q1	$7K	Hold	91	–	–	0.01%	193
2013 Q4	$7K	Hold	91	–	–	﹤0.01%	174
2013 Q3	$7K	Hold	91	–	–	0.01%	161
2013 Q2	$7K	Buy	+91	New	+$7.24K	0.01%	126

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

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

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

LifePlan Financial Group's AMT Position: Q3 2020 in Review

LifePlan Financial Group increased its American Tower (AMT) stake by 9.1% in Q3 2020, buying an estimated $507 and bringing the position to 24 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

LifePlan Financial Group first reported a position in AMT in Q2 2013 and has held it in 15 quarters since. The position peaked at $7K in Q1 2014. 1,516 funds tracked by Wall St. Rank hold AMT as of Q3 2020.

LifePlan Financial Group held 24 shares of American Tower worth $6K as of Q3 2020.
LifePlan Financial Group bought 2 American Tower shares in Q3 2020, an estimated $507.
American Tower made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #452 holding.
LifePlan Financial Group first reported a position in American Tower in Q2 2013 and has held it in 15 quarters since.
LifePlan Financial Group's American Tower position peaked at $7K in Q1 2014.
1,516 funds tracked by Wall St. Rank held American Tower as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.