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Oliver Luxxe Assets’s American Tower AMT Stock Holding History

Oliver Luxxe Assets’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
Q3 		– Sell
-4,838
Closed -$703K – 109
2018
Q2 		$703K Hold
4,838
– – 0.45% 56
2018
Q1 		$703K Sell
4,838
-3,946
-45% -$556K 0.43% 58
2017
Q4 		$1.25M Sell
8,784
-234
-3% -$33.4K 0.76% 40
2017
Q3 		$1.23M Buy
9,018
+125
+1% +$17.4K 0.78% 41
2017
Q2 		$1.18M Sell
8,893
-21
-0.2% -$2.69K 0.77% 44
2017
Q1 		$1.08M Buy
8,914
+329
+4% +$36.2K 0.72% 48
2016
Q4 		$907K Buy
+8,585
New +$933K 0.63% 52

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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Oliver Luxxe Assets's AMT Position: Q3 2018 in Review

Oliver Luxxe Assets sold out of American Tower (AMT) in Q3 2018, closing a stake of 4,838 shares — an estimated $703K sold.

Oliver Luxxe Assets first reported a position in AMT in Q4 2016 and held it in 7 quarters. The position peaked at $1.25M in Q4 2017. 1,087 funds tracked by Wall St. Rank hold AMT as of Q3 2018.

  • Oliver Luxxe Assets reported no remaining American Tower position as of Q3 2018 after selling out during the quarter.
  • Oliver Luxxe Assets sold 4,838 American Tower shares in Q3 2018, an estimated $703K.
  • Oliver Luxxe Assets first reported a position in American Tower in Q4 2016 and held it in 7 quarters.
  • Oliver Luxxe Assets's American Tower position peaked at $1.25M in Q4 2017.
  • 1,087 funds tracked by Wall St. Rank held American Tower as of Q3 2018.

Based on Oliver Luxxe Assets's 13F filing for Q3 2018, filed 10 Oct 2018.