Hirtle Callaghan & Co’s American Tower AMT Stock Holding History

Hirtle Callaghan & Co’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 Q4	–	Sell	-256	Closed	-$35K	–	151
2017 Q3	$35K	Hold	256	–	–	﹤0.01%	117
2017 Q2	$34K	Sell	256 -64	-20%	-$8.2K	0.01%	88
2017 Q1	$38K	Sell	320 -1,000	-76%	-$110K	0.01%	94
2016 Q4	$140K	Buy	1,320 +786	+147%	+$85.4K	0.02%	36
2016 Q3	$61K	Hold	534	–	–	0.01%	126
2016 Q2	$61K	Hold	534	–	–	0.01%	106
2016 Q1	$54K	Sell	534 -169	-24%	-$15.8K	0.01%	130
2015 Q4	$68K	Sell	703 -1,725	-71%	-$168K	0.02%	113
2015 Q3	$213K	Hold	2,428	–	–	0.04%	67
2015 Q2	$227K	Buy	+2,428	New	+$230K	0.08%	68
2015 Q1	–	Sell	-300	Closed	-$30K	–	32
2014 Q4	$30K	Hold	300	–	–	0.01%	345
2014 Q3	$28K	Hold	300	–	–	﹤0.01%	375
2014 Q2	$27K	Sell	300 -1,489	-83%	-$129K	﹤0.01%	430
2014 Q1	$146K	Hold	1,789	–	–	0.02%	260
2013 Q4	$143K	Buy	1,789 +300	+20%	+$23.3K	0.02%	253
2013 Q3	$111K	Buy	+1,489	New	+$107K	0.02%	275

Other funds holding AMT

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

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

T. Rowe Price Associates

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

Capital World Investors

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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Massachusetts Financial Services

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