First Western Capital Management’s American Tower AMT Stock Holding History

First Western Capital 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
2019 Q1	–	Sell	-1,314	Closed	-$208K	–	25
2018 Q4	$208K	Sell	1,314 -818	-38%	-$128K	1.89%	30
2018 Q3	$310K	Sell	2,132 -179	-8%	-$26.3K	1.39%	33
2018 Q2	$333K	Buy	2,311 +72	+3%	+$10K	1.51%	33
2018 Q1	$325K	Sell	2,239 -32,070	-93%	-$4.52M	1.54%	34
2017 Q4	$4.89M	Buy	34,309 +97	+0.3%	+$13.8K	2.78%	12
2017 Q3	$4.68M	Sell	34,212 -1,376	-4%	-$192K	2.84%	8
2017 Q2	$4.71M	Sell	35,588 -2,039	-5%	-$261K	2.84%	6
2017 Q1	$4.57M	Sell	37,627 -5,184	-12%	-$570K	2.77%	5
2016 Q4	$4.52M	Sell	42,811 -24,130	-36%	-$2.62M	2.46%	7
2016 Q3	$7.59M	Sell	66,941 -9,004	-12%	-$1.03M	2.96%	2
2016 Q2	$8.63M	Sell	75,945 -3,217	-4%	-$342K	3.15%	2
2016 Q1	$8.1M	Buy	79,162 +2,445	+3%	+$229K	2.87%	2
2015 Q4	$7.44M	Sell	76,717 -1,280	-2%	-$125K	2.32%	5
2015 Q3	$6.86M	Buy	77,997 +4,227	+6%	+$398K	2.29%	4
2015 Q2	$6.88M	Sell	73,770 -4,503	-6%	-$426K	2.21%	6
2015 Q1	$7.37M	Sell	78,273 -8,535	-10%	-$830K	2.21%	6
2014 Q4	$8.58M	Buy	86,808 +646	+0.7%	+$63.5K	2.53%	2
2014 Q3	$8.07M	Buy	86,162 +2,137	+3%	+$203K	2.39%	3
2014 Q2	$7.56M	Buy	84,025 +2,979	+4%	+$258K	2.49%	2
2014 Q1	$6.63M	Buy	81,046 +6,446	+9%	+$525K	2.34%	4
2013 Q4	$5.95M	Buy	+74,600	New	+$5.79M	2.06%	5

Other funds holding AMT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

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

First Western Capital Management's AMT Position: Q1 2019 in Review

First Western Capital Management sold out of American Tower (AMT) in Q1 2019, closing a stake of 1,314 shares — an estimated $208K sold.

First Western Capital Management first reported a position in AMT in Q4 2013 and held it in 21 quarters. The position peaked at $8.63M in Q2 2016. 1,235 funds tracked by Wall St. Rank hold AMT as of Q1 2019.

First Western Capital Management reported no remaining American Tower position as of Q1 2019 after selling out during the quarter.
First Western Capital Management sold 1,314 American Tower shares in Q1 2019, an estimated $208K.
First Western Capital Management first reported a position in American Tower in Q4 2013 and held it in 21 quarters.
First Western Capital Management's American Tower position peaked at $8.63M in Q2 2016.
1,235 funds tracked by Wall St. Rank held American Tower as of Q1 2019.

Based on First Western Capital Management's 13F filing for Q1 2019, filed 14 May 2019.