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White Elm Capital’s SBA Communications SBAC Stock Holding History

White Elm Capital’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
-68,459
Closed -$11.7M – 35
2018
Q1 		$11.7M Sell
68,459
-18,700
-21% -$3.1M 2.57% 21
2017
Q4 		$14.2M Sell
87,159
-33,300
-28% -$5.29M 3.01% 20
2017
Q3 		$17.4M Sell
120,459
-66,600
-36% -$9.48M 3.43% 17
2017
Q2 		$25.2M Sell
187,059
-110,600
-37% -$14.4M 4.8% 6
2017
Q1 		$35.8M Sell
297,659
-179,200
-38% -$19.8M 6.67% 1
2016
Q4 		$49.2M Buy
476,859
+34,200
+8% +$3.6M 7.59% 3
2016
Q3 		$49.6M Sell
442,659
-51,800
-10% -$5.86M 6.29% 3
2016
Q2 		$53.4M Sell
494,459
-84,995
-15% -$8.62M 6.17% 4
2016
Q1 		$58M Buy
579,454
+27,000
+5% +$2.58M 6.39% 2
2015
Q4 		$58M Buy
552,454
+112,400
+26% +$12.2M 6.04% 2
2015
Q3 		$46.1M Buy
440,054
+32,000
+8% +$3.73M 4.77% 6
2015
Q2 		$46.9M Hold
408,054
– – 4.76% 7
2015
Q1 		$47.8M Sell
408,054
-78,865
-16% -$9.31M 5.13% 7
2014
Q4 		$53.9M Sell
486,919
-122,052
-20% -$13.7M 5.35% 7
2014
Q3 		$67.5M Sell
608,971
-25,300
-4% -$2.73M 6.09% 2
2014
Q2 		$64.9M Sell
634,271
-64,195
-9% -$6.16M 5.35% 5
2014
Q1 		$63.5M Sell
698,466
-74,906
-10% -$6.95M 5.5% 6
2013
Q4 		$69.5M Sell
773,372
-142,400
-16% -$12.2M 6.29% 2
2013
Q3 		$73.7M Buy
915,772
+223,466
+32% +$16.9M 7.13% 2
2013
Q2 		$51.3M Buy
+692,306
New +$52.8M 6.38% 4

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

White Elm Capital's SBAC Position: Q2 2018 in Review

White Elm Capital sold out of SBA Communications (SBAC) in Q2 2018, closing a stake of 68,459 shares — an estimated $11.7M sold.

White Elm Capital first reported a position in SBAC in Q2 2013 and held it in 20 quarters. The position peaked at $73.7M in Q3 2013. 495 funds tracked by Wall St. Rank hold SBAC as of Q2 2018.

  • White Elm Capital reported no remaining SBA Communications position as of Q2 2018 after selling out during the quarter.
  • White Elm Capital sold 68,459 SBA Communications shares in Q2 2018, an estimated $11.7M.
  • White Elm Capital first reported a position in SBA Communications in Q2 2013 and held it in 20 quarters.
  • White Elm Capital's SBA Communications position peaked at $73.7M in Q3 2013.
  • 495 funds tracked by Wall St. Rank held SBA Communications as of Q2 2018.

Based on White Elm Capital's 13F filing for Q2 2018, filed 14 Aug 2018.