HCC
Hirtle Callaghan & Co’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$8.5K | 0.01% | 88 |
|
|
2017
Q1 | $38K | Sell |
320
-1,000
| -76% | -$119K | 0.01% | 94 |
|
|
2016
Q4 | $140K | Buy |
1,320
+786
| +147% | +$83.4K | 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% | -$17.1K | 0.01% | 130 |
|
|
2015
Q4 | $68K | Sell |
703
-1,725
| -71% | -$167K | 0.02% | 113 |
|
|
2015
Q3 | $213K | Hold |
2,428
| – | – | 0.04% | 67 |
|
|
2015
Q2 | $227K | Buy |
+2,428
| New | +$227K | 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% | -$134K | ﹤0.01% | 430 |
|
|
2014
Q1 | $146K | Hold |
1,789
| – | – | 0.02% | 260 |
|
|
2013
Q4 | $143K | Buy |
1,789
+300
| +20% | +$24K | 0.02% | 253 |
|
|
2013
Q3 | $111K | Buy |
+1,489
| New | +$111K | 0.02% | 275 |
|