Institutional Capital’s American Tower AMT Stock Holding History

Institutional Capital’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 Q4	$65.2M	Sell	617,290 -573,076	-48%	-$62.3M	0.97%	31
2016 Q3	$135M	Sell	1,190,366 -565,650	-32%	-$64.7M	1.86%	24
2016 Q2	$200M	Sell	1,756,016 -1,014,966	-37%	-$108M	2.44%	19
2016 Q1	$284M	Sell	2,770,982 -552,792	-17%	-$51.7M	3.02%	19
2015 Q4	$322M	Buy	3,323,774 +2,399,598	+260%	+$234M	2.79%	21
2015 Q3	$81.3M	Buy	924,176 +141,673	+18%	+$13.3M	0.68%	39
2015 Q2	$73M	Buy	782,503 +236,205	+43%	+$22.3M	0.51%	40
2015 Q1	$51.4M	Sell	546,298 -323,131	-37%	-$31.4M	0.32%	42
2014 Q4	$85.9M	Sell	869,429 -101,802	-10%	-$10M	0.52%	37
2014 Q3	$90.9M	Sell	971,231 -25,020	-3%	-$2.38M	0.53%	39
2014 Q2	$89.6M	Buy	996,251 +7,489	+0.8%	+$648K	0.43%	39
2014 Q1	$81M	Buy	+988,762	New	+$80.6M	0.38%	38

Other funds holding AMT

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

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

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Institutional Capital's AMT Position: Q4 2016 in Review

Institutional Capital reduced its American Tower (AMT) stake by 48% in Q4 2016, selling an estimated $62.3M and leaving 617,290 shares worth $65.2M. The position accounts for 0.97% of the portfolio, ranked #31.

Institutional Capital first reported a position in AMT in Q1 2014 and has held it in 12 quarters since. The position peaked at $322M in Q4 2015. 870 funds tracked by Wall St. Rank hold AMT as of Q4 2016.

Institutional Capital held 617,290 shares of American Tower worth $65.2M as of Q4 2016.
Institutional Capital sold 573,076 American Tower shares in Q4 2016, an estimated $62.3M.
American Tower made up 0.97% of Institutional Capital's portfolio in Q4 2016, its #31 holding.
Institutional Capital first reported a position in American Tower in Q1 2014 and has held it in 12 quarters since.
Institutional Capital's American Tower position peaked at $322M in Q4 2015.
870 funds tracked by Wall St. Rank held American Tower as of Q4 2016.

Based on Institutional Capital's 13F filing for Q4 2016, filed 2 Feb 2017.