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New England Private Wealth Advisors’s American Tower AMT Stock Holding History

New England Private Wealth Advisors’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
2019
Q4 		– Sell
-2,200
Closed -$487K – 82
2019
Q3 		$487K Hold
2,200
– – 0.12% 92
2019
Q2 		$449K Buy
2,200
+560
+34% +$113K 0.11% 99
2019
Q1 		$323K Hold
1,640
– – 0.08% 109
2018
Q4 		$259K Hold
1,640
– – 0.08% 109
2018
Q3 		$238K Hold
1,640
– – 0.06% 129
2018
Q2 		$236K Hold
1,640
– – 0.07% 128
2018
Q1 		$238K Hold
1,640
– – 0.07% 124
2017
Q4 		$234K Hold
1,640
– – 0.07% 124
2017
Q3 		$224K Buy
+1,640
New +$228K 0.07% 125

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

New England Private Wealth Advisors's AMT Position: Q4 2019 in Review

New England Private Wealth Advisors sold out of American Tower (AMT) in Q4 2019, closing a stake of 2,200 shares — an estimated $487K sold.

New England Private Wealth Advisors first reported a position in AMT in Q3 2017 and held it in 9 quarters. The position peaked at $487K in Q3 2019. 1,391 funds tracked by Wall St. Rank hold AMT as of Q4 2019.

  • New England Private Wealth Advisors reported no remaining American Tower position as of Q4 2019 after selling out during the quarter.
  • New England Private Wealth Advisors sold 2,200 American Tower shares in Q4 2019, an estimated $487K.
  • New England Private Wealth Advisors first reported a position in American Tower in Q3 2017 and held it in 9 quarters.
  • New England Private Wealth Advisors's American Tower position peaked at $487K in Q3 2019.
  • 1,391 funds tracked by Wall St. Rank held American Tower as of Q4 2019.

Based on New England Private Wealth Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.