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Wellesley Investment Partners’s American Tower AMT Stock Holding History

Wellesley Investment Partners’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
2019
Q1 		– Sell
-1,819
Closed -$287K – 121
2018
Q4 		$287K Sell
1,819
-201
-10% -$31.4K 0.1% 97
2018
Q3 		$293K Buy
2,020
+236
+13% +$34.6K 0.1% 106
2018
Q2 		$257K Buy
1,784
+123
+7% +$17.1K 0.09% 116
2018
Q1 		$241K Buy
+1,661
New +$234K 0.09% 113

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellesley Investment Partners's AMT Position: Q1 2019 in Review

Wellesley Investment Partners sold out of American Tower (AMT) in Q1 2019, closing a stake of 1,819 shares — an estimated $287K sold.

Wellesley Investment Partners first reported a position in AMT in Q1 2018 and held it in 4 quarters. The position peaked at $293K in Q3 2018. 1,235 funds tracked by Wall St. Rank hold AMT as of Q1 2019.

  • Wellesley Investment Partners reported no remaining American Tower position as of Q1 2019 after selling out during the quarter.
  • Wellesley Investment Partners sold 1,819 American Tower shares in Q1 2019, an estimated $287K.
  • Wellesley Investment Partners first reported a position in American Tower in Q1 2018 and held it in 4 quarters.
  • Wellesley Investment Partners's American Tower position peaked at $293K in Q3 2018.
  • 1,235 funds tracked by Wall St. Rank held American Tower as of Q1 2019.

Based on Wellesley Investment Partners's 13F filing for Q1 2019, filed 15 May 2019.