Independent Order of Foresters’s American Tower AMT Stock Holding History

Independent Order of Foresters’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 Q2	–	Sell	-2,900	Closed	-$352K	–	112
2017 Q1	$352K	Hold	2,900	–	–	0.3%	68
2016 Q4	$307K	Buy	+2,900	New	+$315K	0.26%	72
2015 Q2	–	Sell	-5,200	Closed	-$490K	–	104
2015 Q1	$490K	Buy	5,200 +1,100	+27%	+$107K	0.46%	60
2014 Q4	$405K	Hold	4,100	–	–	0.42%	63
2014 Q3	$384K	Buy	+4,100	New	+$390K	0.38%	63

Other funds holding AMT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Independent Order of Foresters's AMT Position: Q2 2017 in Review

Independent Order of Foresters sold out of American Tower (AMT) in Q2 2017, closing a stake of 2,900 shares — an estimated $352K sold.

Independent Order of Foresters first reported a position in AMT in Q3 2014 and held it in 5 quarters. The position peaked at $490K in Q1 2015. 912 funds tracked by Wall St. Rank hold AMT as of Q2 2017.

Independent Order of Foresters reported no remaining American Tower position as of Q2 2017 after selling out during the quarter.
Independent Order of Foresters sold 2,900 American Tower shares in Q2 2017, an estimated $352K.
Independent Order of Foresters first reported a position in American Tower in Q3 2014 and held it in 5 quarters.
Independent Order of Foresters's American Tower position peaked at $490K in Q1 2015.
912 funds tracked by Wall St. Rank held American Tower as of Q2 2017.

Based on Independent Order of Foresters's 13F filing for Q2 2017, filed 1 Aug 2017.