New York Life Trust’s American Tower AMT Stock Holding History

New York Life Trust’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	$6K	Sell	49 -665	-93%	-$73.2K	0.29%	105
2016 Q4	$75K	Sell	714 -1	-0.1%	-$109	0.36%	109
2016 Q3	$81K	Sell	715 -8	-1%	-$915	0.4%	102
2016 Q2	$82K	Buy	723 +537	+289%	+$57.1K	0.4%	95
2016 Q1	$19K	Buy	+186	New	+$17.4K	0.08%	200
2014 Q4	–	Sell	-688	Closed	-$64K	–	200
2014 Q3	$64K	Buy	688 +656	+2,050%	+$62.4K	0.26%	126
2014 Q2	$3K	Buy	+32	New	+$2.77K	0.01%	188
2013 Q3	–	Sell	-329	Closed	-$24K	–	198
2013 Q2	$24K	Buy	+329	New	+$26.2K	0.11%	168

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

New York Life Trust's AMT Position: Q1 2017 in Review

New York Life Trust reduced its American Tower (AMT) stake by 93% in Q1 2017, selling an estimated $73.2K and leaving 49 shares worth $6K. The position accounts for 0.29% of the portfolio, ranked #105.

New York Life Trust first reported a position in AMT in Q2 2013 and has held it in 8 quarters since. The position peaked at $82K in Q2 2016. 899 funds tracked by Wall St. Rank hold AMT as of Q1 2017.

New York Life Trust held 49 shares of American Tower worth $6K as of Q1 2017.
New York Life Trust sold 665 American Tower shares in Q1 2017, an estimated $73.2K.
American Tower made up 0.29% of New York Life Trust's portfolio in Q1 2017, its #105 holding.
New York Life Trust first reported a position in American Tower in Q2 2013 and has held it in 8 quarters since.
New York Life Trust's American Tower position peaked at $82K in Q2 2016.
899 funds tracked by Wall St. Rank held American Tower as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.