Constellation Wealth Advisors’s American Tower AMT Stock Holding History

Constellation Wealth 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 Q3	–	Sell	-31,250	Closed	-$2.92M	–	87
2015 Q2	$2.92M	Sell	31,250 -940	-3%	-$88.9K	0.25%	75
2015 Q1	$3.03M	Sell	32,190 -67	-0.2%	-$6.51K	0.27%	71
2014 Q4	$3.19M	Hold	32,257	–	–	0.27%	66
2014 Q3	$3.02M	Buy	32,257 +391	+1%	+$37.2K	0.28%	64
2014 Q2	$2.87M	Sell	31,866 -4,558	-13%	-$394K	0.32%	69
2014 Q1	$2.98M	Buy	36,424 +282	+0.8%	+$23K	0.29%	82
2013 Q4	$2.88M	Buy	36,142 +1,016	+3%	+$78.9K	0.28%	87
2013 Q3	$2.6M	Buy	35,126 +11,117	+46%	+$803K	0.3%	87
2013 Q2	$1.76M	Buy	+24,009	New	+$1.91M	0.21%	100

Other funds holding AMT

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

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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

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

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

Constellation Wealth Advisors's AMT Position: Q3 2015 in Review

Constellation Wealth Advisors sold out of American Tower (AMT) in Q3 2015, closing a stake of 31,250 shares — an estimated $2.92M sold.

Constellation Wealth Advisors first reported a position in AMT in Q2 2013 and held it in 9 quarters. The position peaked at $3.19M in Q4 2014. 718 funds tracked by Wall St. Rank hold AMT as of Q3 2015.

Constellation Wealth Advisors reported no remaining American Tower position as of Q3 2015 after selling out during the quarter.
Constellation Wealth Advisors sold 31,250 American Tower shares in Q3 2015, an estimated $2.92M.
Constellation Wealth Advisors first reported a position in American Tower in Q2 2013 and held it in 9 quarters.
Constellation Wealth Advisors's American Tower position peaked at $3.19M in Q4 2014.
718 funds tracked by Wall St. Rank held American Tower as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.