Castle Ridge Investment Management’s American Tower AMT Stock Holding History

Castle Ridge Investment 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	-63,300	Closed	-$8.38M	–	20
2017 Q2	$8.38M	Buy	+63,300	New	+$8.11M	3.06%	12
2016 Q4	–	Sell	-23,435	Closed	-$2.66M	–	28
2016 Q3	$2.66M	Buy	23,435 +7,200	+44%	+$823K	1.25%	29
2016 Q2	$1.84M	Sell	16,235 -23,750	-59%	-$2.53M	1.08%	31
2016 Q1	$4.09M	Buy	39,985 +17,735	+80%	+$1.66M	2.58%	18
2015 Q4	$2.16M	Buy	+22,250	New	+$2.17M	1.03%	35

Other funds holding AMT

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Castle Ridge Investment Management's AMT Position: Q3 2017 in Review

Castle Ridge Investment Management sold out of American Tower (AMT) in Q3 2017, closing a stake of 63,300 shares — an estimated $8.38M sold.

Castle Ridge Investment Management first reported a position in AMT in Q4 2015 and held it in 5 quarters. The position peaked at $8.38M in Q2 2017. 959 funds tracked by Wall St. Rank hold AMT as of Q3 2017.

Castle Ridge Investment Management reported no remaining American Tower position as of Q3 2017 after selling out during the quarter.
Castle Ridge Investment Management sold 63,300 American Tower shares in Q3 2017, an estimated $8.38M.
Castle Ridge Investment Management first reported a position in American Tower in Q4 2015 and held it in 5 quarters.
Castle Ridge Investment Management's American Tower position peaked at $8.38M in Q2 2017.
959 funds tracked by Wall St. Rank held American Tower as of Q3 2017.

Based on Castle Ridge Investment Management's 13F filing for Q3 2017, filed 14 Nov 2017.