OFW
AMT icon

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 $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

Omnia Family Wealth's AMT Position: Q2 2019 in Review

Omnia Family Wealth sold out of American Tower (AMT) in Q2 2019, closing a stake of 508 shares — an estimated $100K sold.

Omnia Family Wealth first reported a position in AMT in Q4 2016 and held it in 10 quarters. The position peaked at $100K in Q1 2019. 1,277 funds tracked by Wall St. Rank hold AMT as of Q2 2019.

  • Omnia Family Wealth reported no remaining American Tower position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 508 American Tower shares in Q2 2019, an estimated $100K.
  • Omnia Family Wealth first reported a position in American Tower in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's American Tower position peaked at $100K in Q1 2019.
  • 1,277 funds tracked by Wall St. Rank held American Tower as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.