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Independent Portfolio Consultants’s American Tower AMT Stock Holding History

Independent Portfolio Consultants’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 		$1.55M Sell
11,687
-1,675
-13% -$215K 0.64% 20
2017
Q1 		$1.62M Sell
13,362
-2,581
-16% -$284K 0.56% 27
2016
Q4 		$1.69M Sell
15,943
-1,762
-10% -$191K 0.55% 30
2016
Q3 		$2.01M Sell
17,705
-335
-2% -$38.3K 0.63% 21
2016
Q2 		$2.05M Buy
18,040
+565
+3% +$60.1K 0.65% 24
2016
Q1 		$1.79M Buy
17,475
+338
+2% +$31.6K 0.5% 50
2015
Q4 		$1.66M Sell
17,137
-7,300
-30% -$711K 0.49% 54
2015
Q3 		$2.15M Buy
24,437
+2,285
+10% +$215K 0.47% 64
2015
Q2 		$2.07M Buy
22,152
+13,779
+165% +$1.3M 0.41% 66
2015
Q1 		$788K Sell
8,373
-111
-1% -$10.8K 0.16% 177
2014
Q4 		$839K Sell
8,484
-240
-3% -$23.6K 0.17% 180
2014
Q3 		$817K Sell
8,724
-412
-5% -$39.2K 0.22% 117
2014
Q2 		$822K Buy
9,136
+452
+5% +$39.1K 0.23% 115
2014
Q1 		$710K Sell
8,684
-415
-5% -$33.8K 0.22% 147
2013
Q4 		$726K Sell
9,099
-4,929
-35% -$383K 0.25% 124
2013
Q3 		$1.04M Buy
14,028
+1,866
+15% +$135K 0.42% 47
2013
Q2 		$890K Buy
+12,162
New +$968K 0.4% 52

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Independent Portfolio Consultants's AMT Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its American Tower (AMT) stake by 13% in Q2 2017, selling an estimated $215K and leaving 11,687 shares worth $1.55M. The position accounts for 0.64% of the portfolio, ranked #20.

Independent Portfolio Consultants first reported a position in AMT in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.15M in Q3 2015. 912 funds tracked by Wall St. Rank hold AMT as of Q2 2017.

  • Independent Portfolio Consultants held 11,687 shares of American Tower worth $1.55M as of Q2 2017.
  • Independent Portfolio Consultants sold 1,675 American Tower shares in Q2 2017, an estimated $215K.
  • American Tower made up 0.64% of Independent Portfolio Consultants's portfolio in Q2 2017, its #20 holding.
  • Independent Portfolio Consultants first reported a position in American Tower in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's American Tower position peaked at $2.15M in Q3 2015.
  • 912 funds tracked by Wall St. Rank held American Tower as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.