EWM
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Elite Wealth Management’s American Tower AMT Stock Holding History

Elite Wealth 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
2013
Q3 		– Sell
-382
Closed -$9K – 417
2013
Q2 		$9K Buy
+382
New +$30.4K 0.01% 215

Other funds holding AMT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $733B AUM 35.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Elite Wealth Management's AMT Position: Q3 2016 in Review

Elite Wealth Management opened a new position in American Tower (AMT) in Q3 2016: 25 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #180 among its holdings. This is a return to the name: Elite Wealth Management previously reported a position in AMT as recently as Q4 2013.

Elite Wealth Management first reported a position in AMT in Q2 2013 and has held it in 4 quarters since. The position peaked at $140K in Q3 2013. 810 funds tracked by Wall St. Rank hold AMT as of Q3 2016.

  • Elite Wealth Management held 25 shares of American Tower worth $3K as of Q3 2016.
  • American Tower was a new Elite Wealth Management position in Q3 2016.
  • American Tower made up ﹤0.01% of Elite Wealth Management's portfolio in Q3 2016, its #180 holding.
  • Elite Wealth Management first reported a position in American Tower in Q2 2013 and has held it in 4 quarters since.
  • Elite Wealth Management's American Tower position peaked at $140K in Q3 2013.
  • 810 funds tracked by Wall St. Rank held American Tower as of Q3 2016.

Based on Elite Wealth Management's 13F filing for Q3 2016, filed 23 Nov 2016.