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Oakbrook Investments’s American Tower AMT Stock Holding History

Oakbrook Investments’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
2020
Q1 		– Sell
-4,100
Closed -$942K – 105
2019
Q4 		$942K Sell
4,100
-9,190
-69% -$2M 0.19% 137
2019
Q3 		$2.94M Sell
13,290
-2,800
-17% -$611K 0.19% 72
2019
Q2 		$3.29M Buy
16,090
+150
+0.9% +$30.2K 0.2% 76
2019
Q1 		$3.14M Sell
15,940
-250
-2% -$43.8K 0.19% 87
2018
Q4 		$2.56M Sell
16,190
-1,000
-6% -$156K 0.17% 96
2018
Q3 		$2.5M Sell
17,190
-25
-0.1% -$3.67K 0.14% 122
2018
Q2 		$2.48M Sell
17,215
-1,690
-9% -$235K 0.16% 104
2018
Q1 		$2.75M Buy
18,905
+585
+3% +$82.4K 0.17% 96
2017
Q4 		$2.61M Sell
18,320
-420
-2% -$60K 0.17% 93
2017
Q3 		$2.56M Buy
18,740
+1,650
+10% +$230K 0.17% 110
2017
Q2 		$2.26M Sell
17,090
-1,400
-8% -$179K 0.15% 119
2017
Q1 		$2.25M Sell
18,490
-425
-2% -$46.8K 0.15% 123
2016
Q4 		$2M Sell
18,915
-3,850
-17% -$418K 0.13% 135
2016
Q3 		$2.58M Sell
22,765
-2,150
-9% -$246K 0.16% 121
2016
Q2 		$2.83M Buy
24,915
+1,425
+6% +$152K 0.16% 124
2016
Q1 		$2.4M Sell
23,490
-500
-2% -$46.7K 0.15% 125
2015
Q4 		$2.33M Sell
23,990
-1,710
-7% -$167K 0.15% 122
2015
Q3 		$2.26M Sell
25,700
-300
-1% -$28.2K 0.15% 130
2015
Q2 		$2.43M Sell
26,000
-3,900
-13% -$369K 0.15% 140
2015
Q1 		$2.81M Buy
29,900
+450
+2% +$43.8K 0.15% 147
2014
Q4 		$2.91M Sell
29,450
-1,975
-6% -$194K 0.16% 135
2014
Q3 		$2.94M Sell
31,425
-31,309
-50% -$2.98M 0.16% 141
2014
Q2 		$5.64M Buy
62,734
+450
+0.7% +$38.9K 0.17% 146
2014
Q1 		$5.1M Sell
62,284
-10,700
-15% -$872K 0.16% 146
2013
Q4 		$5.83M Sell
72,984
-3,325
-4% -$258K 0.16% 149
2013
Q3 		$5.66M Sell
76,309
-4,900
-6% -$354K 0.17% 146
2013
Q2 		$5.94M Buy
+81,209
New +$6.46M 0.17% 141

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
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
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

Oakbrook Investments's AMT Position: Q1 2020 in Review

Oakbrook Investments sold out of American Tower (AMT) in Q1 2020, closing a stake of 4,100 shares — an estimated $942K sold.

Oakbrook Investments first reported a position in AMT in Q2 2013 and held it in 27 quarters. The position peaked at $5.94M in Q2 2013. 1,433 funds tracked by Wall St. Rank hold AMT as of Q1 2020.

  • Oakbrook Investments reported no remaining American Tower position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 4,100 American Tower shares in Q1 2020, an estimated $942K.
  • Oakbrook Investments first reported a position in American Tower in Q2 2013 and held it in 27 quarters.
  • Oakbrook Investments's American Tower position peaked at $5.94M in Q2 2013.
  • 1,433 funds tracked by Wall St. Rank held American Tower as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.