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Squar Milner Financial Services’s American Tower AMT Stock Holding History

Squar Milner Financial 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
Q2 		– Sell
-248
Closed -$54K – 237
2020
Q1 		$54K Hold
248
– – 0.03% 355
2019
Q4 		$56K Buy
+248
New +$54K 0.03% 394
2019
Q3 		– Sell
-248
Closed -$51K – 243
2019
Q2 		$51K Sell
248
-84
-25% -$16.9K 0.03% 347
2019
Q1 		$65K Hold
332
– – 0.05% 296
2018
Q4 		$53K Buy
332
+84
+34% +$13.1K 0.05% 283
2018
Q3 		$36K Sell
248
-56
-18% -$8.21K 0.03% 345
2018
Q2 		$44K Buy
+304
New +$42.2K 0.04% 347

Other funds holding AMT

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
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 $6.13B AUM 15.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Squar Milner Financial Services's AMT Position: Q2 2020 in Review

Squar Milner Financial Services sold out of American Tower (AMT) in Q2 2020, closing a stake of 248 shares — an estimated $54K sold.

Squar Milner Financial Services first reported a position in AMT in Q2 2018 and held it in 7 quarters. The position peaked at $65K in Q1 2019. 1,504 funds tracked by Wall St. Rank hold AMT as of Q2 2020.

  • Squar Milner Financial Services reported no remaining American Tower position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 248 American Tower shares in Q2 2020, an estimated $54K.
  • Squar Milner Financial Services first reported a position in American Tower in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's American Tower position peaked at $65K in Q1 2019.
  • 1,504 funds tracked by Wall St. Rank held American Tower as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.