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Omnia Family Wealth’s American Tower AMT Stock Holding History

Omnia Family Wealth’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
-508
Closed -$100K – 126
2019
Q1 		$100K Buy
508
+400
+370% +$70.2K 0.05% 127
2018
Q4 		$17K Hold
108
– – 0.01% 207
2018
Q3 		$16K Sell
108
-28
-21% -$4.11K 0.01% 219
2018
Q2 		$20K Hold
136
– – 0.01% 212
2018
Q1 		$20K Sell
136
-63
-32% -$8.88K 0.01% 206
2017
Q4 		$29K Buy
199
+63
+46% +$8.99K 0.01% 193
2017
Q3 		$19K Sell
136
-32
-19% -$4.46K 0.01% 208
2017
Q2 		$22K Buy
168
+28
+20% +$3.59K 0.01% 209
2017
Q1 		$17K Hold
140
– – 0.01% 223
2016
Q4 		$15K Buy
+140
New +$15.2K 0.01% 236

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return