Fusion Family Wealth’s American Tower AMT Stock Holding History

Fusion Family Wealth’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 Q1	–	Sell	-36	Closed	-$4K	–	321
2016 Q4	$4K	Buy	+36	New	+$3.91K	﹤0.01%	317

Other funds holding AMT

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fusion Family Wealth's AMT Position: Q1 2017 in Review

Fusion Family Wealth sold out of American Tower (AMT) in Q1 2017, closing a stake of 36 shares — an estimated $4K sold.

Fusion Family Wealth first reported a position in AMT in Q4 2016 and held it in 1 quarter. The position peaked at $4K in Q4 2016. 899 funds tracked by Wall St. Rank hold AMT as of Q1 2017.

Fusion Family Wealth reported no remaining American Tower position as of Q1 2017 after selling out during the quarter.
Fusion Family Wealth sold 36 American Tower shares in Q1 2017, an estimated $4K.
Fusion Family Wealth first reported a position in American Tower in Q4 2016 and held it in 1 quarter.
Fusion Family Wealth's American Tower position peaked at $4K in Q4 2016.
899 funds tracked by Wall St. Rank held American Tower as of Q1 2017.

Based on Fusion Family Wealth's 13F filing for Q1 2017, filed 8 May 2017.