MWAM
AMT icon

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

Mariner Wealth Advisors (Madison)’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
2013
Q3 		$14K Hold
190
– – 0.01% 127
2013
Q2 		$14K Buy
+190
New +$15.1K 0.01% 98

Other funds holding AMT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s AMT Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) held its American Tower (AMT) position steady in Q3 2013 at 190 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #127.

Mariner Wealth Advisors (Madison) first reported a position in AMT in Q2 2013 and has held it in 2 quarters since. 606 funds tracked by Wall St. Rank hold AMT as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 190 shares of American Tower worth $14K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) left its American Tower share count unchanged in Q3 2013.
  • American Tower made up 0.01% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #127 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in American Tower in Q2 2013 and has held it in 2 quarters since.
  • 606 funds tracked by Wall St. Rank held American Tower as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.