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Rowland Carmichael Advisors’s American Tower AMT Stock Holding History

Rowland Carmichael Advisors’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
Q4 		$327K Sell
1,456
-15
-1% -$3.49K 0.1% 210
2020
Q3 		$356K Buy
1,471
+27
+2% +$6.84K 0.14% 171
2020
Q2 		$373K Buy
1,444
+36
+3% +$8.91K 0.16% 159
2020
Q1 		$307K Sell
1,408
-12
-0.8% -$2.79K 0.16% 169
2019
Q4 		$326K Buy
1,420
+18
+1% +$3.92K 0.11% 209
2019
Q3 		$310K Sell
1,402
-9
-0.6% -$1.96K 0.11% 210
2019
Q2 		$288K Buy
1,411
+98
+7% +$19.7K 0.1% 208
2019
Q1 		$259K Buy
+1,313
New +$230K 0.1% 208
2018
Q4 		– Sell
-3,986
Closed -$579K – 302
2018
Q3 		$579K Hold
3,986
– – 0.22% 115
2018
Q2 		$575K Buy
3,986
+100
+3% +$13.9K 0.24% 111
2018
Q1 		$565K Sell
3,886
-85
-2% -$12K 0.31% 100
2017
Q4 		$567K Sell
3,971
-1,000
-20% -$143K 0.29% 109
2017
Q3 		$679K Hold
4,971
– – 0.38% 84
2017
Q2 		$658K Hold
4,971
– – 0.38% 88
2017
Q1 		$604K Sell
4,971
-677
-12% -$74.5K 0.37% 88
2016
Q4 		$597K Sell
5,648
-263
-4% -$28.6K 0.35% 88
2016
Q3 		$670K Sell
5,911
-443
-7% -$50.6K 0.43% 80
2016
Q2 		$722K Buy
+6,354
New +$676K 0.45% 82

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rowland Carmichael Advisors's AMT Position: Q4 2020 in Review

Rowland Carmichael Advisors reduced its American Tower (AMT) stake by 1% in Q4 2020, selling an estimated $3.49K and leaving 1,456 shares worth $327K. The position accounts for 0.1% of the portfolio, ranked #210.

Rowland Carmichael Advisors first reported a position in AMT in Q2 2016 and has held it in 18 quarters since. The position peaked at $722K in Q2 2016. 1,587 funds tracked by Wall St. Rank hold AMT as of Q4 2020.

  • Rowland Carmichael Advisors held 1,456 shares of American Tower worth $327K as of Q4 2020.
  • Rowland Carmichael Advisors sold 15 American Tower shares in Q4 2020, an estimated $3.49K.
  • American Tower made up 0.1% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #210 holding.
  • Rowland Carmichael Advisors first reported a position in American Tower in Q2 2016 and has held it in 18 quarters since.
  • Rowland Carmichael Advisors's American Tower position peaked at $722K in Q2 2016.
  • 1,587 funds tracked by Wall St. Rank held American Tower as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.