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Gupta Wealth Management’s American Tower AMT Stock Holding History

Gupta 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
2016
Q1 		$224K Sell
2,190
-183
-8% -$17.1K 0.05% 230
2015
Q4 		$230K Sell
2,373
-106
-4% -$10.3K 0.06% 230
2015
Q3 		$218K Sell
2,479
-3
-0.1% -$282 0.05% 237
2015
Q2 		$232K Buy
2,482
+1,229
+98% +$116K 0.06% 237
2015
Q1 		$118K Buy
+1,253
New +$122K 0.03% 281

Other funds holding AMT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Gupta Wealth Management's AMT Position: Q1 2016 in Review

Gupta Wealth Management reduced its American Tower (AMT) stake by 7.7% in Q1 2016, selling an estimated $17.1K and leaving 2,190 shares worth $224K. The position accounts for 0.05% of the portfolio, ranked #230.

Gupta Wealth Management first reported a position in AMT in Q1 2015 and has held it in 5 quarters since. The position peaked at $232K in Q2 2015. 754 funds tracked by Wall St. Rank hold AMT as of Q1 2016.

  • Gupta Wealth Management held 2,190 shares of American Tower worth $224K as of Q1 2016.
  • Gupta Wealth Management sold 183 American Tower shares in Q1 2016, an estimated $17.1K.
  • American Tower made up 0.05% of Gupta Wealth Management's portfolio in Q1 2016, its #230 holding.
  • Gupta Wealth Management first reported a position in American Tower in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's American Tower position peaked at $232K in Q2 2015.
  • 754 funds tracked by Wall St. Rank held American Tower as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.