SFG
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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
– – 0.06% 186
2019
Q1 		$118K Buy
601
+15
+3% +$2.63K 0.06% 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

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Fidelity Investments
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State Street
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Wellington Management Group
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return