Rice Partnership’s American Tower AMT Stock Holding History

Rice Partnership’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	-275	Closed	-$63K	–	99
2019 Q4	$63K	Buy	+275	New	+$59.9K	0.03%	83

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

Rice Partnership's AMT Position: Q1 2020 in Review

Rice Partnership sold out of American Tower (AMT) in Q1 2020, closing a stake of 275 shares — an estimated $63K sold.

Rice Partnership first reported a position in AMT in Q4 2019 and held it in 1 quarter. The position peaked at $63K in Q4 2019. 1,433 funds tracked by Wall St. Rank hold AMT as of Q1 2020.

Rice Partnership reported no remaining American Tower position as of Q1 2020 after selling out during the quarter.
Rice Partnership sold 275 American Tower shares in Q1 2020, an estimated $63K.
Rice Partnership first reported a position in American Tower in Q4 2019 and held it in 1 quarter.
Rice Partnership's American Tower position peaked at $63K in Q4 2019.
1,433 funds tracked by Wall St. Rank held American Tower as of Q1 2020.

Based on Rice Partnership's 13F filing for Q1 2020, filed 11 May 2020.