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NewFocus Financial Group’s American Tower AMT Stock Holding History

NewFocus 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
2019
Q4 		– Sell
-998
Closed -$221K – 104
2019
Q3 		$221K Sell
998
-175
-15% -$38.2K 0.1% 95
2019
Q2 		$240K Hold
1,173
– – 0.11% 86
2019
Q1 		$231K Buy
+1,173
New +$206K 0.12% 81

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 $3.37T AUM 44.26% 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

NewFocus Financial Group's AMT Position: Q4 2019 in Review

NewFocus Financial Group sold out of American Tower (AMT) in Q4 2019, closing a stake of 998 shares — an estimated $221K sold.

NewFocus Financial Group first reported a position in AMT in Q1 2019 and held it in 3 quarters. The position peaked at $240K in Q2 2019. 1,391 funds tracked by Wall St. Rank hold AMT as of Q4 2019.

  • NewFocus Financial Group reported no remaining American Tower position as of Q4 2019 after selling out during the quarter.
  • NewFocus Financial Group sold 998 American Tower shares in Q4 2019, an estimated $221K.
  • NewFocus Financial Group first reported a position in American Tower in Q1 2019 and held it in 3 quarters.
  • NewFocus Financial Group's American Tower position peaked at $240K in Q2 2019.
  • 1,391 funds tracked by Wall St. Rank held American Tower as of Q4 2019.

Based on NewFocus Financial Group's 13F filing for Q4 2019, filed 10 Feb 2020.