Shine Investment Advisory Services’s American Tower AMT Stock Holding History

Shine Investment Advisory Services’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 Q3	$40K	Hold	164	–	–	0.01%	336
2020 Q2	$42K	Sell	164 -9	-5%	-$2.23K	0.02%	323
2020 Q1	$38K	Buy	+173	New	+$40.3K	0.02%	305
2019 Q2	–	Sell	-371	Closed	-$73K	–	689
2019 Q1	$73K	Sell	371 -401	-52%	-$70.3K	0.03%	234
2018 Q4	$122K	Sell	772 -87	-10%	-$13.6K	0.06%	140
2018 Q3	$125K	Buy	859 +52	+6%	+$7.63K	0.07%	148
2018 Q2	$116K	Hold	807	–	–	0.06%	153
2018 Q1	$117K	Hold	807	–	–	0.06%	148
2017 Q4	$115K	Hold	807	–	–	0.06%	150
2017 Q3	$110K	Buy	807 +53	+7%	+$7.38K	0.06%	153
2017 Q2	$100K	Buy	+754	New	+$96.6K	0.05%	152

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Shine Investment Advisory Services's AMT Position: Q3 2020 in Review

Shine Investment Advisory Services held its American Tower (AMT) position steady in Q3 2020 at 164 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #336.

Shine Investment Advisory Services first reported a position in AMT in Q2 2017 and has held it in 11 quarters since. The position peaked at $125K in Q3 2018. 1,517 funds tracked by Wall St. Rank hold AMT as of Q3 2020.

Shine Investment Advisory Services held 164 shares of American Tower worth $40K as of Q3 2020.
Shine Investment Advisory Services left its American Tower share count unchanged in Q3 2020.
American Tower made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #336 holding.
Shine Investment Advisory Services first reported a position in American Tower in Q2 2017 and has held it in 11 quarters since.
Shine Investment Advisory Services's American Tower position peaked at $125K in Q3 2018.
1,517 funds tracked by Wall St. Rank held American Tower as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.