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Baltimore-Washington Financial Advisors’s American Tower AMT Stock Holding History

Baltimore-Washington Financial Advisors’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
2013
Q4 		– Sell
-265
Closed -$20K – 307
2013
Q3 		$20K Buy
+265
New +$19.1K 0.01% 153

Other funds holding AMT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Baltimore-Washington Financial Advisors's AMT Position: Q4 2013 in Review

Baltimore-Washington Financial Advisors sold out of American Tower (AMT) in Q4 2013, closing a stake of 265 shares — an estimated $20K sold.

Baltimore-Washington Financial Advisors first reported a position in AMT in Q3 2013 and held it in 1 quarter. The position peaked at $20K in Q3 2013. 634 funds tracked by Wall St. Rank hold AMT as of Q4 2013.

  • Baltimore-Washington Financial Advisors reported no remaining American Tower position as of Q4 2013 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 265 American Tower shares in Q4 2013, an estimated $20K.
  • Baltimore-Washington Financial Advisors first reported a position in American Tower in Q3 2013 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's American Tower position peaked at $20K in Q3 2013.
  • 634 funds tracked by Wall St. Rank held American Tower as of Q4 2013.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2013, filed 14 Jan 2014.