BWFM
AMT icon

Bridgewater Wealth & Financial Management’s American Tower AMT Stock Holding History

Bridgewater Wealth & Financial 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
Q3 		– Sell
-2,126
Closed -$281K – 33
2017
Q2 		$281K Buy
+2,126
New +$272K 0.09% 87

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bridgewater Wealth & Financial Management's AMT Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of American Tower (AMT) in Q3 2017, closing a stake of 2,126 shares — an estimated $281K sold.

Bridgewater Wealth & Financial Management first reported a position in AMT in Q2 2017 and held it in 1 quarter. The position peaked at $281K in Q2 2017. 960 funds tracked by Wall St. Rank hold AMT as of Q3 2017.

  • Bridgewater Wealth & Financial Management reported no remaining American Tower position as of Q3 2017 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 2,126 American Tower shares in Q3 2017, an estimated $281K.
  • Bridgewater Wealth & Financial Management first reported a position in American Tower in Q2 2017 and held it in 1 quarter.
  • Bridgewater Wealth & Financial Management's American Tower position peaked at $281K in Q2 2017.
  • 960 funds tracked by Wall St. Rank held American Tower as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.