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Jackson Wealth Management’s American Tower AMT Stock Holding History

Jackson Wealth Management’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
2015
Q1 		– Sell
-2,597
Closed -$257K – 116
2014
Q4 		$257K Buy
+2,597
New +$255K 0.08% 107

Other funds holding AMT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Jackson Wealth Management's AMT Position: Q1 2015 in Review

Jackson Wealth Management sold out of American Tower (AMT) in Q1 2015, closing a stake of 2,597 shares — an estimated $257K sold.

Jackson Wealth Management first reported a position in AMT in Q4 2014 and held it in 1 quarter. The position peaked at $257K in Q4 2014. 745 funds tracked by Wall St. Rank hold AMT as of Q1 2015.

  • Jackson Wealth Management reported no remaining American Tower position as of Q1 2015 after selling out during the quarter.
  • Jackson Wealth Management sold 2,597 American Tower shares in Q1 2015, an estimated $257K.
  • Jackson Wealth Management first reported a position in American Tower in Q4 2014 and held it in 1 quarter.
  • Jackson Wealth Management's American Tower position peaked at $257K in Q4 2014.
  • 745 funds tracked by Wall St. Rank held American Tower as of Q1 2015.

Based on Jackson Wealth Management's 13F filing for Q1 2015, filed 4 May 2015.