SevenBridge Financial Group’s American Tower AMT Stock Holding History

SevenBridge Financial Group’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 Q3	–	Sell	-601	Closed	-$123K	–	163
2019 Q2	$123K	Hold	601	–	–	0.04%	186
2019 Q1	$118K	Buy	601 +15	+3%	+$2.63K	0.04%	169
2018 Q4	$93K	Hold	586	–	–	0.06%	161
2018 Q3	$85K	Hold	586	–	–	0.05%	183
2018 Q2	$84K	Hold	586	–	–	0.05%	192
2018 Q1	$85K	Hold	586	–	–	0.05%	192
2017 Q4	$84K	Sell	586 -368	-39%	-$52.5K	0.05%	202
2017 Q3	$130K	Hold	954	–	–	0.07%	163
2017 Q2	$127K	Hold	954	–	–	0.08%	164
2017 Q1	$117K	Sell	954 -719	-43%	-$79.1K	0.08%	162
2016 Q4	$189K	Hold	1,673	–	–	0.14%	133
2016 Q3	$189K	Sell	1,673 -1,954	-54%	-$223K	0.14%	133
2016 Q2	$412K	Buy	+3,627	New	+$386K	0.29%	85

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SevenBridge Financial Group's AMT Position: Q3 2019 in Review

SevenBridge Financial Group sold out of American Tower (AMT) in Q3 2019, closing a stake of 601 shares — an estimated $123K sold.

SevenBridge Financial Group first reported a position in AMT in Q2 2016 and held it in 13 quarters. The position peaked at $412K in Q2 2016. 1,313 funds tracked by Wall St. Rank hold AMT as of Q3 2019.

SevenBridge Financial Group reported no remaining American Tower position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 601 American Tower shares in Q3 2019, an estimated $123K.
SevenBridge Financial Group first reported a position in American Tower in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's American Tower position peaked at $412K in Q2 2016.
1,313 funds tracked by Wall St. Rank held American Tower as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.