Psagot Value Holdings’s American Tower AMT Stock Holding History

Psagot Value Holdings’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	-413	Closed	-$95K	–	382
2019 Q4	$95K	Hold	413	–	–	﹤0.01%	332
2019 Q3	$91K	Hold	413	–	–	﹤0.01%	295
2019 Q2	$84K	Sell	413 -250	-38%	-$50.3K	﹤0.01%	323
2019 Q1	$131K	Buy	+663	New	+$116K	0.01%	288
2015 Q3	–	Sell	-2,000	Closed	-$187K	–	362
2015 Q2	$187K	Hold	2,000	–	–	0.01%	249
2015 Q1	$188K	Hold	2,000	–	–	0.01%	245
2014 Q4	$198K	Hold	2,000	–	–	0.01%	229
2014 Q3	$187K	Hold	2,000	–	–	0.01%	222
2014 Q2	$180K	Sell	2,000 -13,948	-87%	-$1.21M	0.01%	242
2014 Q1	$1.31M	Sell	15,948 -4,265	-21%	-$347K	0.04%	132
2013 Q4	$1.61M	Sell	20,213 -12,244	-38%	-$951K	0.06%	123
2013 Q3	$2.41M	Buy	32,457 +28,857	+802%	+$2.08M	0.09%	102
2013 Q2	$263K	Buy	+3,600	New	+$286K	0.01%	222

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

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Psagot Value Holdings's AMT Position: Q1 2020 in Review

Psagot Value Holdings sold out of American Tower (AMT) in Q1 2020, closing a stake of 413 shares — an estimated $95K sold.

Psagot Value Holdings first reported a position in AMT in Q2 2013 and held it in 13 quarters. The position peaked at $2.41M in Q3 2013. 1,433 funds tracked by Wall St. Rank hold AMT as of Q1 2020.

Psagot Value Holdings reported no remaining American Tower position as of Q1 2020 after selling out during the quarter.
Psagot Value Holdings sold 413 American Tower shares in Q1 2020, an estimated $95K.
Psagot Value Holdings first reported a position in American Tower in Q2 2013 and held it in 13 quarters.
Psagot Value Holdings's American Tower position peaked at $2.41M in Q3 2013.
1,433 funds tracked by Wall St. Rank held American Tower as of Q1 2020.

Based on Psagot Value Holdings's 13F filing for Q1 2020, filed 12 May 2020.