Aspiriant Holdings S3’s American Tower AMT Stock Holding History

Aspiriant Holdings S3’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
2015 Q4	$298K	Hold	3,076	–	–	0.13%	100
2015 Q3	$271K	Hold	3,076	–	–	0.12%	97
2015 Q2	$287K	Hold	3,076	–	–	0.11%	98
2015 Q1	$290K	Buy	3,076 +40	+1%	+$3.89K	0.12%	99
2014 Q4	$300K	Hold	3,036	–	–	0.12%	100
2014 Q3	$284K	Buy	3,036 +310	+11%	+$29.5K	0.11%	97
2014 Q2	$245K	Sell	2,726 -13	-0.5%	-$1.13K	0.1%	107
2014 Q1	$224K	Hold	2,739	–	–	0.09%	103
2013 Q4	$219K	Hold	2,739	–	–	0.09%	101
2013 Q3	$203K	Sell	2,739 -1,360	-33%	-$98.2K	0.09%	102
2013 Q2	$300K	Buy	+4,099	New	+$326K	0.14%	89

Other funds holding AMT

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Aspiriant Holdings S3's AMT Position: Q4 2015 in Review

Aspiriant Holdings S3 held its American Tower (AMT) position steady in Q4 2015 at 3,076 shares worth $298K. The position accounts for 0.13% of the portfolio, ranked #100.

Aspiriant Holdings S3 first reported a position in AMT in Q2 2013 and has held it in 11 quarters since. The position peaked at $300K in Q4 2014. 750 funds tracked by Wall St. Rank hold AMT as of Q4 2015.

Aspiriant Holdings S3 held 3,076 shares of American Tower worth $298K as of Q4 2015.
Aspiriant Holdings S3 left its American Tower share count unchanged in Q4 2015.
American Tower made up 0.13% of Aspiriant Holdings S3's portfolio in Q4 2015, its #100 holding.
Aspiriant Holdings S3 first reported a position in American Tower in Q2 2013 and has held it in 11 quarters since.
Aspiriant Holdings S3's American Tower position peaked at $300K in Q4 2014.
750 funds tracked by Wall St. Rank held American Tower as of Q4 2015.

Based on Aspiriant Holdings S3's 13F filing for Q4 2015, filed 13 Jan 2016.