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ThornTree Capital Partners’s SBA Communications SBAC Stock Holding History

ThornTree Capital Partners’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
Q4 		– Sell
-119,748
Closed -$19.2M – 20
2018
Q3 		$19.2M Buy
119,748
+18,600
+18% +$2.96M 5.57% 9
2018
Q2 		$16.7M Buy
101,148
+4,100
+4% +$662K 6.17% 8
2018
Q1 		$16.6M Sell
97,048
-100
-0.1% -$16.6K 5.82% 9
2017
Q4 		$15.9M Buy
97,148
+11,600
+14% +$1.84M 7.14% 6
2017
Q3 		$12.3M Buy
85,548
+11,600
+16% +$1.65M 5.36% 11
2017
Q2 		$9.98M Buy
+73,948
New +$9.61M 4.69% 13

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ThornTree Capital Partners's SBAC Position: Q4 2018 in Review

ThornTree Capital Partners sold out of SBA Communications (SBAC) in Q4 2018, closing a stake of 119,748 shares — an estimated $19.2M sold.

ThornTree Capital Partners first reported a position in SBAC in Q2 2017 and held it in 6 quarters. The position peaked at $19.2M in Q3 2018. 516 funds tracked by Wall St. Rank hold SBAC as of Q4 2018.

  • ThornTree Capital Partners reported no remaining SBA Communications position as of Q4 2018 after selling out during the quarter.
  • ThornTree Capital Partners sold 119,748 SBA Communications shares in Q4 2018, an estimated $19.2M.
  • ThornTree Capital Partners first reported a position in SBA Communications in Q2 2017 and held it in 6 quarters.
  • ThornTree Capital Partners's SBA Communications position peaked at $19.2M in Q3 2018.
  • 516 funds tracked by Wall St. Rank held SBA Communications as of Q4 2018.

Based on ThornTree Capital Partners's 13F filing for Q4 2018, filed 14 Feb 2019.