TAM
SBAC icon

Telemark Asset Management’s SBA Communications SBAC Stock Holding History

Telemark Asset Management’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
2018
Q2 		– Sell
-50,000
Closed -$8.55M – 66
2018
Q1 		$8.55M Hold
50,000
– – 1.25% 34
2017
Q4 		$8.17M Buy
50,000
+20,000
+67% +$3.18M 1.6% 27
2017
Q3 		$4.32M Hold
30,000
– – 0.89% 35
2017
Q2 		$4.05M Sell
30,000
-10,000
-25% -$1.3M 0.87% 33
2017
Q1 		$4.82M Buy
+40,000
New +$4.42M 1.13% 27

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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Telemark Asset Management's SBAC Position: Q2 2018 in Review

Telemark Asset Management sold out of SBA Communications (SBAC) in Q2 2018, closing a stake of 50,000 shares — an estimated $8.55M sold.

Telemark Asset Management first reported a position in SBAC in Q1 2017 and held it in 5 quarters. The position peaked at $8.55M in Q1 2018. 494 funds tracked by Wall St. Rank hold SBAC as of Q2 2018.

  • Telemark Asset Management reported no remaining SBA Communications position as of Q2 2018 after selling out during the quarter.
  • Telemark Asset Management sold 50,000 SBA Communications shares in Q2 2018, an estimated $8.55M.
  • Telemark Asset Management first reported a position in SBA Communications in Q1 2017 and held it in 5 quarters.
  • Telemark Asset Management's SBA Communications position peaked at $8.55M in Q1 2018.
  • 494 funds tracked by Wall St. Rank held SBA Communications as of Q2 2018.

Based on Telemark Asset Management's 13F filing for Q2 2018, filed 13 Aug 2018.