Beck Capital Management’s American Tower AMT Stock Holding History

Beck Capital 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
2017 Q1	–	Sell	-18,706	Closed	-$1.98M	–	97
2016 Q4	$1.98M	Sell	18,706 -951	-5%	-$103K	1.11%	39
2016 Q3	$2.23M	Buy	19,657 +5,941	+43%	+$679K	1.36%	36
2016 Q2	$1.56M	Buy	13,716 +6,369	+87%	+$678K	0.99%	44
2016 Q1	$752K	Buy	7,347 +1,141	+18%	+$107K	0.52%	55
2015 Q4	$601K	Buy	6,206 +670	+12%	+$65.3K	0.35%	63
2015 Q3	$517K	Buy	5,536 +361	+7%	+$34K	0.36%	57
2015 Q2	$483K	Hold	5,175	–	–	0.26%	83
2015 Q1	$487K	Sell	5,175 -999	-16%	-$97.1K	0.28%	82
2014 Q4	$610K	Sell	6,174 -175	-3%	-$17.2K	0.36%	73
2014 Q3	$602K	Buy	6,349 +51	+0.8%	+$4.85K	0.42%	72
2014 Q2	$567K	Sell	6,298 -100	-2%	-$8.65K	0.38%	85
2014 Q1	$522K	Sell	6,398 -5	-0.1%	-$407	0.4%	89
2013 Q4	$509K	Buy	+6,403	New	+$497K	0.41%	81

Other funds holding AMT

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

T. Rowe Price Associates

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

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

Wellington Management Group

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

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return