Northern Capital Management (Wisconsin)’s American Tower AMT Stock Holding History

Northern Capital Management (Wisconsin)’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	$3.38M	Sell	21,336 -3,030	-12%	-$474K	0.91%	41
2018 Q3	$3.54M	Sell	24,366 -8,125	-25%	-$1.19M	0.81%	50
2018 Q2	$4.68M	Sell	32,491 -650	-2%	-$90.3K	1.14%	25
2018 Q1	$4.82M	Buy	33,141 +8,600	+35%	+$1.21M	1.24%	17
2017 Q4	$3.5M	Buy	24,541 +225	+0.9%	+$32.1K	0.9%	37
2017 Q3	$3.32M	Hold	24,316	–	–	1.03%	36
2017 Q2	$3.22M	Sell	24,316 -75	-0.3%	-$9.61K	1.2%	27
2017 Q1	$2.96M	Buy	+24,391	New	+$2.68M	1.18%	28

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Northern Capital Management (Wisconsin)'s AMT Position: Q4 2018 in Review

Northern Capital Management (Wisconsin) reduced its American Tower (AMT) stake by 12% in Q4 2018, selling an estimated $474K and leaving 21,336 shares worth $3.38M. The position accounts for 0.91% of the portfolio, ranked #41.

Northern Capital Management (Wisconsin) first reported a position in AMT in Q1 2017 and has held it in 8 quarters since. The position peaked at $4.82M in Q1 2018. 1,176 funds tracked by Wall St. Rank hold AMT as of Q4 2018.

Northern Capital Management (Wisconsin) held 21,336 shares of American Tower worth $3.38M as of Q4 2018.
Northern Capital Management (Wisconsin) sold 3,030 American Tower shares in Q4 2018, an estimated $474K.
American Tower made up 0.91% of Northern Capital Management (Wisconsin)'s portfolio in Q4 2018, its #41 holding.
Northern Capital Management (Wisconsin) first reported a position in American Tower in Q1 2017 and has held it in 8 quarters since.
Northern Capital Management (Wisconsin)'s American Tower position peaked at $4.82M in Q1 2018.
1,176 funds tracked by Wall St. Rank held American Tower as of Q4 2018.

Based on Northern Capital Management (Wisconsin)'s 13F filing for Q4 2018, filed 1 Feb 2019.