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Mariner Wealth Advisors (Cincinnati)’s American Tower AMT Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
-2,889
Closed -$286K – 182
2014
Q4 		$286K Sell
2,889
-50
-2% -$4.91K 0.04% 146
2014
Q3 		$275K Sell
2,939
-1
-0% -$95 0.04% 142
2014
Q2 		$265K Buy
2,940
+200
+7% +$17.3K 0.04% 136
2014
Q1 		$224K Hold
2,740
– – 0.04% 134
2013
Q4 		$219K Buy
+2,740
New +$213K 0.04% 137

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

Mariner Wealth Advisors (Cincinnati)'s AMT Position: Q1 2015 in Review

Mariner Wealth Advisors (Cincinnati) sold out of American Tower (AMT) in Q1 2015, closing a stake of 2,889 shares — an estimated $286K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in AMT in Q4 2013 and held it in 5 quarters. The position peaked at $286K in Q4 2014. 745 funds tracked by Wall St. Rank hold AMT as of Q1 2015.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining American Tower position as of Q1 2015 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 2,889 American Tower shares in Q1 2015, an estimated $286K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in American Tower in Q4 2013 and held it in 5 quarters.
  • Mariner Wealth Advisors (Cincinnati)'s American Tower position peaked at $286K in Q4 2014.
  • 745 funds tracked by Wall St. Rank held American Tower as of Q1 2015.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q1 2015, filed 23 Apr 2015.