WWM
AMT icon

Willingdon Wealth Management’s American Tower AMT Stock Holding History

Willingdon Wealth Management’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
2020
Q1 		– Sell
-5
Closed -$1K – 296
2019
Q4 		$1K Hold
5
– – ﹤0.01% 341
2019
Q3 		$1K Buy
+5
New +$1.09K ﹤0.01% 380
2018
Q4 		– Sell
-15
Closed -$2K – 336
2018
Q3 		$2K Buy
+15
New +$2.2K ﹤0.01% 357
2018
Q1 		– Sell
-30
Closed -$4K – 335
2017
Q4 		$4K Buy
+30
New +$4.28K ﹤0.01% 300

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Willingdon Wealth Management's AMT Position: Q1 2020 in Review

Willingdon Wealth Management sold out of American Tower (AMT) in Q1 2020, closing a stake of 5 shares — an estimated $1K sold.

Willingdon Wealth Management first reported a position in AMT in Q4 2017 and held it in 4 quarters. The position peaked at $4K in Q4 2017. 1,433 funds tracked by Wall St. Rank hold AMT as of Q1 2020.

  • Willingdon Wealth Management reported no remaining American Tower position as of Q1 2020 after selling out during the quarter.
  • Willingdon Wealth Management sold 5 American Tower shares in Q1 2020, an estimated $1K.
  • Willingdon Wealth Management first reported a position in American Tower in Q4 2017 and held it in 4 quarters.
  • Willingdon Wealth Management's American Tower position peaked at $4K in Q4 2017.
  • 1,433 funds tracked by Wall St. Rank held American Tower as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.