Jamison Eaton & Wood’s American Tower AMT Stock Holding History

Jamison Eaton & Wood’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	$1.9M	Sell	20,190 -975	-5%	-$94.8K	0.54%	55
2014 Q4	$2.09M	Sell	21,165 -175	-0.8%	-$17.2K	0.58%	53
2014 Q3	$2M	Sell	21,340 -500	-2%	-$47.6K	0.56%	52
2014 Q2	$1.97M	Sell	21,840 -7,375	-25%	-$638K	0.54%	56
2014 Q1	$2.39M	Sell	29,215 -12,126	-29%	-$988K	0.66%	51
2013 Q4	$3.3M	Sell	41,341 -775	-2%	-$60.2K	0.86%	44
2013 Q3	$3.12M	Sell	42,116 -1,700	-4%	-$123K	0.86%	46
2013 Q2	$3.21M	Buy	+43,816	New	+$3.49M	0.93%	41

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BIT

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BFA

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

Jamison Eaton & Wood's AMT Position: Q1 2015 in Review

Jamison Eaton & Wood reduced its American Tower (AMT) stake by 4.6% in Q1 2015, selling an estimated $94.8K and leaving 20,190 shares worth $1.9M. The position accounts for 0.54% of the portfolio, ranked #55.

Jamison Eaton & Wood first reported a position in AMT in Q2 2013 and has held it in 8 quarters since. The position peaked at $3.3M in Q4 2013. 745 funds tracked by Wall St. Rank hold AMT as of Q1 2015.

Jamison Eaton & Wood held 20,190 shares of American Tower worth $1.9M as of Q1 2015.
Jamison Eaton & Wood sold 975 American Tower shares in Q1 2015, an estimated $94.8K.
American Tower made up 0.54% of Jamison Eaton & Wood's portfolio in Q1 2015, its #55 holding.
Jamison Eaton & Wood first reported a position in American Tower in Q2 2013 and has held it in 8 quarters since.
Jamison Eaton & Wood's American Tower position peaked at $3.3M in Q4 2013.
745 funds tracked by Wall St. Rank held American Tower as of Q1 2015.

Based on Jamison Eaton & Wood's 13F filing for Q1 2015, filed 30 Apr 2015.