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Jacobus Wealth Management’s American Tower AMT Stock Holding History

Jacobus 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
2017
Q3 		$472K Buy
3,450
+115
+3% +$16K 0.12% 113
2017
Q2 		$441K Hold
3,335
– – 0.12% 115
2017
Q1 		$405K Hold
3,335
– – 0.11% 114
2016
Q4 		$352K Buy
3,335
+1,180
+55% +$128K 0.1% 124
2016
Q3 		$244K Hold
2,155
– – 0.07% 157
2016
Q2 		$245K Sell
2,155
-269
-11% -$28.6K 0.07% 153
2016
Q1 		$248K Buy
2,424
+534
+28% +$49.9K 0.07% 181
2015
Q4 		$183K Sell
1,890
-224
-11% -$21.8K 0.05% 210
2015
Q3 		$186K Buy
2,114
+106
+5% +$9.98K 0.05% 213
2015
Q2 		$187K Buy
2,008
+118
+6% +$11.2K 0.05% 223
2015
Q1 		$178K Hold
1,890
– – 0.05% 226
2014
Q4 		$187K Hold
1,890
– – 0.05% 215
2014
Q3 		$177K Buy
1,890
+290
+18% +$27.6K 0.05% 217
2014
Q2 		$144K Buy
1,600
+270
+20% +$23.4K 0.04% 259
2014
Q1 		$109K Buy
+1,330
New +$108K 0.03% 290
2013
Q3 		– Sell
-2,150
Closed -$157K – 250
2013
Q2 		$157K Buy
+2,150
New +$171K 0.06% 183

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Jacobus Wealth Management's AMT Position: Q3 2017 in Review

Jacobus Wealth Management increased its American Tower (AMT) stake by 3.4% in Q3 2017, buying an estimated $16K and bringing the position to 3,450 shares worth $472K. The position accounts for 0.12% of the portfolio, ranked #113.

Jacobus Wealth Management first reported a position in AMT in Q2 2013 and has held it in 16 quarters since. 959 funds tracked by Wall St. Rank hold AMT as of Q3 2017.

  • Jacobus Wealth Management held 3,450 shares of American Tower worth $472K as of Q3 2017.
  • Jacobus Wealth Management bought 115 American Tower shares in Q3 2017, an estimated $16K.
  • American Tower made up 0.12% of Jacobus Wealth Management's portfolio in Q3 2017, its #113 holding.
  • Jacobus Wealth Management first reported a position in American Tower in Q2 2013 and has held it in 16 quarters since.
  • 959 funds tracked by Wall St. Rank held American Tower as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.