Integrated Wealth Management (Palm Desert)’s American Tower AMT Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q1	$351K	Hold	2,888	–	–	0.12%	168
2016 Q4	$305K	Hold	2,888	–	–	0.11%	169
2016 Q3	$327K	Sell	2,888 -71	-2%	-$8.12K	0.12%	160
2016 Q2	$336K	Buy	2,959 +1,013	+52%	+$108K	0.13%	151
2016 Q1	$199K	Hold	1,946	–	–	0.08%	188
2015 Q4	$189K	Sell	1,946 -100	-5%	-$9.74K	0.08%	193
2015 Q3	$180K	Sell	2,046 -383	-16%	-$36.1K	0.08%	198
2015 Q2	$227K	Sell	2,429 -101	-4%	-$9.55K	0.09%	176
2015 Q1	$238K	Buy	+2,530	New	+$246K	0.1%	161

Other funds holding AMT

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s AMT Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) held its American Tower (AMT) position steady in Q1 2017 at 2,888 shares worth $351K. The position accounts for 0.12% of the portfolio, ranked #168.

Integrated Wealth Management (Palm Desert) first reported a position in AMT in Q1 2015 and has held it in 9 quarters since. 899 funds tracked by Wall St. Rank hold AMT as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 2,888 shares of American Tower worth $351K as of Q1 2017.
Integrated Wealth Management (Palm Desert) left its American Tower share count unchanged in Q1 2017.
American Tower made up 0.12% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #168 holding.
Integrated Wealth Management (Palm Desert) first reported a position in American Tower in Q1 2015 and has held it in 9 quarters since.
899 funds tracked by Wall St. Rank held American Tower as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.