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LBA Wealth Management’s American Tower AMT Stock Holding History

LBA 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
Q1 		$12K Hold
100
– – 0.01% 310
2016
Q4 		$11K Hold
100
– – 0.01% 316
2016
Q3 		$11K Hold
100
– – 0.01% 315
2016
Q2 		$11K Hold
100
– – 0.01% 302
2016
Q1 		$10K Hold
100
– – 0.01% 301
2015
Q4 		$10K Buy
+100
New +$9.74K 0.01% 290
2014
Q4 		– Sell
-194
Closed -$18K – 295
2014
Q3 		$18K Buy
+194
New +$18.5K 0.01% 244

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LBA Wealth Management's AMT Position: Q1 2017 in Review

LBA Wealth Management held its American Tower (AMT) position steady in Q1 2017 at 100 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #310.

LBA Wealth Management first reported a position in AMT in Q3 2014 and has held it in 7 quarters since. The position peaked at $18K in Q3 2014. 898 funds tracked by Wall St. Rank hold AMT as of Q1 2017.

  • LBA Wealth Management held 100 shares of American Tower worth $12K as of Q1 2017.
  • LBA Wealth Management left its American Tower share count unchanged in Q1 2017.
  • American Tower made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #310 holding.
  • LBA Wealth Management first reported a position in American Tower in Q3 2014 and has held it in 7 quarters since.
  • LBA Wealth Management's American Tower position peaked at $18K in Q3 2014.
  • 898 funds tracked by Wall St. Rank held American Tower as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.