NWM
AMT icon

Northwest Wealth Management’s American Tower AMT Stock Holding History

Northwest Wealth 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
2019
Q2 		– Sell
-250
Closed -$49K – 135
2019
Q1 		$49K Hold
250
– – 0.04% 215
2018
Q4 		$40K Hold
250
– – 0.03% 217
2018
Q3 		$36K Hold
250
– – 0.03% 241
2018
Q2 		$36K Hold
250
– – 0.03% 243
2018
Q1 		$36K Buy
+250
New +$35.2K 0.03% 245

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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

Northwest Wealth Management's AMT Position: Q2 2019 in Review

Northwest Wealth Management sold out of American Tower (AMT) in Q2 2019, closing a stake of 250 shares — an estimated $49K sold.

Northwest Wealth Management first reported a position in AMT in Q1 2018 and held it in 5 quarters. The position peaked at $49K in Q1 2019. 1,277 funds tracked by Wall St. Rank hold AMT as of Q2 2019.

  • Northwest Wealth Management reported no remaining American Tower position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 250 American Tower shares in Q2 2019, an estimated $49K.
  • Northwest Wealth Management first reported a position in American Tower in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's American Tower position peaked at $49K in Q1 2019.
  • 1,277 funds tracked by Wall St. Rank held American Tower as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.