McAdam LLC’s American Tower AMT Stock Holding History

McAdam LLC’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	-54	Closed	-$8K	–	87
2018 Q3	$8K	Sell	54 -100	-65%	-$14.7K	﹤0.01%	359
2018 Q2	$22K	Sell	154 -53	-26%	-$7.36K	0.01%	225
2018 Q1	$30K	Buy	+207	New	+$29.2K	0.01%	198

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

McAdam LLC's AMT Position: Q4 2018 in Review

McAdam LLC sold out of American Tower (AMT) in Q4 2018, closing a stake of 54 shares — an estimated $8K sold.

McAdam LLC first reported a position in AMT in Q1 2018 and held it in 3 quarters. The position peaked at $30K in Q1 2018. 1,176 funds tracked by Wall St. Rank hold AMT as of Q4 2018.

McAdam LLC reported no remaining American Tower position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 54 American Tower shares in Q4 2018, an estimated $8K.
McAdam LLC first reported a position in American Tower in Q1 2018 and held it in 3 quarters.
McAdam LLC's American Tower position peaked at $30K in Q1 2018.
1,176 funds tracked by Wall St. Rank held American Tower as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.