Gary Goldberg Planning Services’s American Tower AMT Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$15K	Hold	148	–	–	0.01%	315
2014 Q3	$14K	Hold	148	–	–	0.01%	340
2014 Q2	$13K	Sell	148 -2	-1%	-$173	0.01%	326
2014 Q1	$12K	Buy	150 +2	+1%	+$163	0.01%	313
2013 Q4	$12K	Hold	148	–	–	0.01%	276
2013 Q3	$11K	Hold	148	–	–	0.01%	283
2013 Q2	$11K	Buy	+148	New	+$11.8K	0.01%	292

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Gary Goldberg Planning Services's AMT Position: Q4 2014 in Review

Gary Goldberg Planning Services held its American Tower (AMT) position steady in Q4 2014 at 148 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #315.

Gary Goldberg Planning Services first reported a position in AMT in Q2 2013 and has held it in 7 quarters since. 749 funds tracked by Wall St. Rank hold AMT as of Q4 2014.

Gary Goldberg Planning Services held 148 shares of American Tower worth $15K as of Q4 2014.
Gary Goldberg Planning Services left its American Tower share count unchanged in Q4 2014.
American Tower made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #315 holding.
Gary Goldberg Planning Services first reported a position in American Tower in Q2 2013 and has held it in 7 quarters since.
749 funds tracked by Wall St. Rank held American Tower as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.