Whitnell & Co’s American Tower AMT Stock Holding History

Whitnell & Co’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 Q4	$427K	Hold	1,859	–	–	0.13%	119
2019 Q3	$411K	Buy	1,859 +710	+62%	+$155K	0.14%	114
2019 Q2	$235K	Hold	1,149	–	–	0.09%	130
2019 Q1	$226K	Hold	1,149	–	–	0.09%	136
2018 Q4	$182K	Hold	1,149	–	–	0.08%	138
2018 Q3	$167K	Hold	1,149	–	–	0.07%	137
2018 Q2	$166K	Hold	1,149	–	–	0.07%	137
2018 Q1	$167K	Hold	1,149	–	–	0.07%	132
2017 Q4	$164K	Hold	1,149	–	–	0.07%	131
2017 Q3	$157K	Hold	1,149	–	–	0.07%	132
2017 Q2	$152K	Hold	1,149	–	–	0.07%	132
2017 Q1	$140K	Hold	1,149	–	–	0.06%	136
2016 Q4	$121K	Hold	1,149	–	–	0.06%	146
2016 Q3	$130K	Hold	1,149	–	–	0.04%	147
2016 Q2	$131K	Hold	1,149	–	–	0.04%	152
2016 Q1	$118K	Hold	1,149	–	–	0.04%	152
2015 Q4	$111K	Hold	1,149	–	–	0.04%	156
2015 Q3	$101K	Hold	1,149	–	–	0.04%	155
2015 Q2	$107K	Hold	1,149	–	–	0.04%	155
2015 Q1	$108K	Hold	1,149	–	–	0.04%	151
2014 Q4	$114K	Hold	1,149	–	–	0.04%	156
2014 Q3	$108K	Hold	1,149	–	–	0.04%	161
2014 Q2	$103K	Hold	1,149	–	–	0.05%	158
2014 Q1	$94K	Sell	1,149 -400	-26%	-$32.6K	0.04%	159
2013 Q4	$124K	Hold	1,549	–	–	0.06%	148
2013 Q3	$115K	Hold	1,549	–	–	0.06%	148
2013 Q2	$113K	Buy	+1,549	New	+$123K	0.06%	147

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Whitnell & Co's AMT Position: Q4 2019 in Review

Whitnell & Co held its American Tower (AMT) position steady in Q4 2019 at 1,859 shares worth $427K. The position accounts for 0.13% of the portfolio, ranked #119.

Whitnell & Co first reported a position in AMT in Q2 2013 and has held it in 27 quarters since. 1,390 funds tracked by Wall St. Rank hold AMT as of Q4 2019.

Whitnell & Co held 1,859 shares of American Tower worth $427K as of Q4 2019.
Whitnell & Co left its American Tower share count unchanged in Q4 2019.
American Tower made up 0.13% of Whitnell & Co's portfolio in Q4 2019, its #119 holding.
Whitnell & Co first reported a position in American Tower in Q2 2013 and has held it in 27 quarters since.
1,390 funds tracked by Wall St. Rank held American Tower as of Q4 2019.

Based on Whitnell & Co's 13F filing for Q4 2019, filed 11 Feb 2020.