Alpine Woods Capital Investors’s American Tower AMT Stock Holding History

Alpine Woods Capital Investors’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
2018 Q2	–	Sell	-105,000	Closed	-$15.3M	–	254
2018 Q1	$15.3M	Hold	105,000	–	–	0.81%	34
2017 Q4	$15M	Sell	105,000 -2,000	-2%	-$286K	0.75%	38
2017 Q3	$14.6M	Sell	107,000 -1,700	-2%	-$237K	0.75%	40
2017 Q2	$14.4M	Sell	108,700 -4,300	-4%	-$551K	0.77%	39
2017 Q1	$13.7M	Sell	113,000 -19,923	-15%	-$2.19M	0.73%	38
2016 Q4	$14M	Sell	132,923 -49,600	-27%	-$5.39M	0.78%	34
2016 Q3	$20.7M	Sell	182,523 -3,500	-2%	-$400K	1.14%	12
2016 Q2	$21.1M	Hold	186,023	–	–	1.26%	10
2016 Q1	$19M	Sell	186,023 -25,324	-12%	-$2.37M	1.11%	15
2015 Q4	$20.5M	Buy	211,347 +1,400	+0.7%	+$136K	1.1%	12
2015 Q3	$18.5M	Sell	209,947 -11,300	-5%	-$1.06M	1.01%	12
2015 Q2	$20.6M	Buy	221,247 +3,176	+1%	+$300K	1.05%	12
2015 Q1	$20.5M	Sell	218,071 -479	-0.2%	-$46.6K	1.05%	15
2014 Q4	$21.6M	Sell	218,550 -8,300	-4%	-$815K	1.11%	15
2014 Q3	$21.2M	Sell	226,850 -3,700	-2%	-$352K	1.13%	16
2014 Q2	$20.7M	Sell	230,550 -1,400	-0.6%	-$121K	0.54%	21
2014 Q1	$19M	Buy	231,950 +1,850	+0.8%	+$151K	1.05%	27
2013 Q4	$18.4M	Sell	230,100 -3,100	-1%	-$241K	1.05%	28
2013 Q3	$17.3M	Buy	233,200 +5,500	+2%	+$397K	1.06%	28
2013 Q2	$16.7M	Buy	+227,700	New	+$18.1M	1.06%	32

Other funds holding AMT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Alpine Woods Capital Investors's AMT Position: Q2 2018 in Review

Alpine Woods Capital Investors sold out of American Tower (AMT) in Q2 2018, closing a stake of 105,000 shares — an estimated $15.3M sold.

Alpine Woods Capital Investors first reported a position in AMT in Q2 2013 and held it in 20 quarters. The position peaked at $21.6M in Q4 2014. 1,076 funds tracked by Wall St. Rank hold AMT as of Q2 2018.

Alpine Woods Capital Investors reported no remaining American Tower position as of Q2 2018 after selling out during the quarter.
Alpine Woods Capital Investors sold 105,000 American Tower shares in Q2 2018, an estimated $15.3M.
Alpine Woods Capital Investors first reported a position in American Tower in Q2 2013 and held it in 20 quarters.
Alpine Woods Capital Investors's American Tower position peaked at $21.6M in Q4 2014.
1,076 funds tracked by Wall St. Rank held American Tower as of Q2 2018.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2018, filed 9 Aug 2018.