MAFM
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Mid Atlantic Financial Management’s American Tower AMT Stock Holding History

Mid Atlantic Financial Management’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
2021
Q3 		$1.4M Sell
5,286
-84
-2% -$23.9K 0.09% 182
2021
Q2 		$1.45M Buy
5,370
+12
+0.2% +$3.06K 0.1% 173
2021
Q1 		$1.28M Buy
5,358
+76
+1% +$16.9K 0.09% 183
2020
Q4 		$1.19M Buy
5,282
+91
+2% +$21.2K 0.09% 195
2020
Q3 		$1.24M Sell
5,191
-884
-15% -$224K 0.11% 171
2020
Q2 		$1.57M Sell
6,075
-9
-0.1% -$2.23K 0.15% 128
2020
Q1 		$1.32M Buy
6,084
+637
+12% +$148K 0.15% 125
2019
Q4 		$1.25M Buy
5,447
+59
+1% +$12.9K 0.12% 166
2019
Q3 		$1.19M Sell
5,388
-32
-0.6% -$6.98K 0.13% 145
2019
Q2 		$1.11M Buy
5,420
+117
+2% +$23.5K 0.12% 169
2019
Q1 		$1.04M Buy
5,303
+242
+5% +$42.4K 0.11% 177
2018
Q4 		$801K Buy
+5,061
New +$791K 0.1% 203

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mid Atlantic Financial Management's AMT Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its American Tower (AMT) stake by 1.6% in Q3 2021, selling an estimated $23.9K and leaving 5,286 shares worth $1.4M. The position accounts for 0.09% of the portfolio, ranked #182.

Mid Atlantic Financial Management first reported a position in AMT in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.57M in Q2 2020. 1,673 funds tracked by Wall St. Rank hold AMT as of Q3 2021.

  • Mid Atlantic Financial Management held 5,286 shares of American Tower worth $1.4M as of Q3 2021.
  • Mid Atlantic Financial Management sold 84 American Tower shares in Q3 2021, an estimated $23.9K.
  • American Tower made up 0.09% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #182 holding.
  • Mid Atlantic Financial Management first reported a position in American Tower in Q4 2018 and has held it in 12 quarters since.
  • Mid Atlantic Financial Management's American Tower position peaked at $1.57M in Q2 2020.
  • 1,673 funds tracked by Wall St. Rank held American Tower as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.