Partnervest Advisory Services’s American Tower AMT Stock Holding History

Partnervest Advisory Services’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 Q3	$859K	Buy	3,555 +195	+6%	+$49.4K	0.27%	69
2020 Q2	$869K	Buy	3,360 +192	+6%	+$47.5K	0.33%	64
2020 Q1	$690K	Buy	3,168 +1,157	+58%	+$269K	0.31%	62
2019 Q4	$462K	Sell	2,011 -135	-6%	-$29.4K	0.17%	96
2019 Q3	$475K	Buy	2,146 +34	+2%	+$7.42K	0.17%	108
2019 Q2	$432K	Sell	2,112 -53	-2%	-$10.7K	0.17%	105
2019 Q1	$427K	Buy	2,165 +2	+0.1%	+$351	0.18%	108
2018 Q4	$342K	Buy	2,163 +316	+17%	+$49.4K	0.17%	126
2018 Q3	$268K	Buy	1,847 +110	+6%	+$16.1K	0.11%	175
2018 Q2	$250K	Hold	1,737	–	–	0.12%	164
2018 Q1	$252K	Buy	1,737 +49	+3%	+$6.9K	0.12%	154
2017 Q4	$241K	Sell	1,688 -59	-3%	-$8.42K	0.12%	158
2017 Q3	$239K	Buy	1,747 +59	+3%	+$8.21K	0.12%	160
2017 Q2	$223K	Sell	1,688 -30	-2%	-$3.84K	0.1%	177
2017 Q1	$209K	Sell	1,718 -256	-13%	-$28.2K	0.09%	183
2016 Q4	$209K	Sell	1,974 -51	-3%	-$5.54K	0.1%	188
2016 Q3	$229K	Hold	2,025	–	–	0.11%	182
2016 Q2	$230K	Sell	2,025 -369	-15%	-$39.3K	0.11%	176
2016 Q1	$245K	Buy	+2,394	New	+$224K	0.13%	163
2014 Q3	–	Sell	-442	Closed	-$40K	–	179
2014 Q2	$40K	Sell	442 -211	-32%	-$18.3K	0.02%	406
2014 Q1	$53K	Buy	653 +389	+147%	+$31.7K	0.02%	319
2013 Q4	$21K	Buy	+264	New	+$20.5K	0.01%	457
2013 Q3	–	Sell	-80	Closed	-$6K	–	1004
2013 Q2	$6K	Buy	+80	New	+$6.37K	﹤0.01%	686

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Partnervest Advisory Services's AMT Position: Q3 2020 in Review

Partnervest Advisory Services increased its American Tower (AMT) stake by 5.8% in Q3 2020, buying an estimated $49.4K and bringing the position to 3,555 shares worth $859K. The position accounts for 0.27% of the portfolio, ranked #69.

Partnervest Advisory Services first reported a position in AMT in Q2 2013 and has held it in 23 quarters since. The position peaked at $869K in Q2 2020. 1,516 funds tracked by Wall St. Rank hold AMT as of Q3 2020.

Partnervest Advisory Services held 3,555 shares of American Tower worth $859K as of Q3 2020.
Partnervest Advisory Services bought 195 American Tower shares in Q3 2020, an estimated $49.4K.
American Tower made up 0.27% of Partnervest Advisory Services's portfolio in Q3 2020, its #69 holding.
Partnervest Advisory Services first reported a position in American Tower in Q2 2013 and has held it in 23 quarters since.
Partnervest Advisory Services's American Tower position peaked at $869K in Q2 2020.
1,516 funds tracked by Wall St. Rank held American Tower as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.