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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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return