KSA
AMT icon

Ken Stern & Associates’s American Tower AMT Stock Holding History

Ken Stern & Associates’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
-8,325
Closed -$823K – 74
2014
Q4 		$823K Buy
+8,325
New +$818K 0.64% 39

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 $3.38T AUM 44.17% 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

Ken Stern & Associates's AMT Position: Q1 2015 in Review

Ken Stern & Associates sold out of American Tower (AMT) in Q1 2015, closing a stake of 8,325 shares — an estimated $823K sold.

Ken Stern & Associates first reported a position in AMT in Q4 2014 and held it in 1 quarter. The position peaked at $823K in Q4 2014. 745 funds tracked by Wall St. Rank hold AMT as of Q1 2015.

  • Ken Stern & Associates reported no remaining American Tower position as of Q1 2015 after selling out during the quarter.
  • Ken Stern & Associates sold 8,325 American Tower shares in Q1 2015, an estimated $823K.
  • Ken Stern & Associates first reported a position in American Tower in Q4 2014 and held it in 1 quarter.
  • Ken Stern & Associates's American Tower position peaked at $823K in Q4 2014.
  • 745 funds tracked by Wall St. Rank held American Tower as of Q1 2015.

Based on Ken Stern & Associates's 13F filing for Q1 2015, filed 17 Nov 2015.