Pinnacle Summer Investments’s American Tower AMT Stock Holding History

Pinnacle Summer Investments’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 Q4	$1.37M	Sell	14,135 -440	-3%	-$42.9K	0.2%	62
2015 Q3	$1.29M	Buy	14,575 +1,001	+7%	+$94.2K	0.22%	91
2015 Q2	$1.26M	Sell	13,574 -456	-3%	-$43.1K	0.27%	58
2015 Q1	$1.32M	Buy	14,030 +1,831	+15%	+$178K	0.18%	97
2014 Q4	$1.18M	Buy	12,199 +788	+7%	+$77.4K	0.15%	115
2014 Q3	$1.07M	Buy	11,411 +1,275	+13%	+$121K	0.12%	126
2014 Q2	$932K	Sell	10,136 -78,233	-89%	-$6.77M	0.11%	135
2014 Q1	$7.38M	Buy	88,369 +18,840	+27%	+$1.54M	0.93%	15
2013 Q4	$5.55M	Buy	69,529 +67,194	+2,878%	+$5.22M	0.76%	21
2013 Q3	$173K	Sell	2,335 -11,842	-84%	-$855K	0.03%	253
2013 Q2	$1.04M	Buy	+14,177	New	+$1.13M	0.26%	70

Other funds holding AMT

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

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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pinnacle Summer Investments's AMT Position: Q4 2015 in Review

Pinnacle Summer Investments reduced its American Tower (AMT) stake by 3% in Q4 2015, selling an estimated $42.9K and leaving 14,135 shares worth $1.37M. The position accounts for 0.2% of the portfolio, ranked #62.

Pinnacle Summer Investments first reported a position in AMT in Q2 2013 and has held it in 11 quarters since. The position peaked at $7.38M in Q1 2014. 750 funds tracked by Wall St. Rank hold AMT as of Q4 2015.

Pinnacle Summer Investments held 14,135 shares of American Tower worth $1.37M as of Q4 2015.
Pinnacle Summer Investments sold 440 American Tower shares in Q4 2015, an estimated $42.9K.
American Tower made up 0.2% of Pinnacle Summer Investments's portfolio in Q4 2015, its #62 holding.
Pinnacle Summer Investments first reported a position in American Tower in Q2 2013 and has held it in 11 quarters since.
Pinnacle Summer Investments's American Tower position peaked at $7.38M in Q1 2014.
750 funds tracked by Wall St. Rank held American Tower as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.