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SPO Advisory’s SBA Communications SBAC Stock Holding History

SPO Advisory’s Portfolio SBAC Stock Details SBAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,709,721
Closed -$231M – 17
2017
Q2 		$231M Sell
1,709,721
-859,900
-33% -$112M 4.53% 9
2017
Q1 		$309M Hold
2,569,621
– – 5.58% 8
2016
Q4 		$265M Buy
2,569,621
+243,100
+10% +$25.6M 5.46% 7
2016
Q3 		$261M Hold
2,326,521
– – 4.58% 7
2016
Q2 		$251M Buy
2,326,521
+470,000
+25% +$47.7M 5.03% 7
2016
Q1 		$186M Buy
+1,856,521
New +$177M 3.41% 9

Other funds holding SBAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

SPO Advisory's SBAC Position: Q3 2017 in Review

SPO Advisory sold out of SBA Communications (SBAC) in Q3 2017, closing a stake of 1,709,721 shares — an estimated $231M sold.

SPO Advisory first reported a position in SBAC in Q1 2016 and held it in 6 quarters. The position peaked at $309M in Q1 2017. 458 funds tracked by Wall St. Rank hold SBAC as of Q3 2017.

  • SPO Advisory reported no remaining SBA Communications position as of Q3 2017 after selling out during the quarter.
  • SPO Advisory sold 1,709,721 SBA Communications shares in Q3 2017, an estimated $231M.
  • SPO Advisory first reported a position in SBA Communications in Q1 2016 and held it in 6 quarters.
  • SPO Advisory's SBA Communications position peaked at $309M in Q1 2017.
  • 458 funds tracked by Wall St. Rank held SBA Communications as of Q3 2017.

Based on SPO Advisory's 13F filing for Q3 2017, filed 14 Nov 2017.