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CapWealth Advisors’s American Tower AMT Stock Holding History

CapWealth 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
2015
Q2 		– Sell
-55
Closed -$5K – 294
2015
Q1 		$5K Buy
+55
New +$5.35K ﹤0.01% 255
2013
Q4 		– Sell
-100
Closed -$7K – 364
2013
Q3 		$7K Hold
100
– – ﹤0.01% 335
2013
Q2 		$7K Buy
+100
New +$7.96K ﹤0.01% 316

Other funds holding AMT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

CapWealth Advisors's AMT Position: Q2 2015 in Review

CapWealth Advisors sold out of American Tower (AMT) in Q2 2015, closing a stake of 55 shares — an estimated $5K sold.

CapWealth Advisors first reported a position in AMT in Q2 2013 and held it in 3 quarters. The position peaked at $7K in Q3 2013. 714 funds tracked by Wall St. Rank hold AMT as of Q2 2015.

  • CapWealth Advisors reported no remaining American Tower position as of Q2 2015 after selling out during the quarter.
  • CapWealth Advisors sold 55 American Tower shares in Q2 2015, an estimated $5K.
  • CapWealth Advisors first reported a position in American Tower in Q2 2013 and held it in 3 quarters.
  • CapWealth Advisors's American Tower position peaked at $7K in Q3 2013.
  • 714 funds tracked by Wall St. Rank held American Tower as of Q2 2015.

Based on CapWealth Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.