Placemark Investments’s American Tower AMT Stock Holding History

Placemark 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
2014 Q4	$4.34M	Buy	44,004 +6,932	+19%	+$681K	0.08%	325
2014 Q3	$3.47M	Buy	37,072 +248	+0.7%	+$23.6K	0.06%	361
2014 Q2	$3.31M	Sell	36,824 -73	-0.2%	-$6.32K	0.06%	387
2014 Q1	$3.02M	Sell	36,897 -4,829	-12%	-$393K	0.06%	396
2013 Q4	$3.33M	Sell	41,726 -8,751	-17%	-$680K	0.05%	396
2013 Q3	$3.74M	Sell	50,477 -18,619	-27%	-$1.34M	0.07%	329
2013 Q2	$5.06M	Buy	+69,096	New	+$5.5M	0.11%	223

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Placemark Investments's AMT Position: Q4 2014 in Review

Placemark Investments increased its American Tower (AMT) stake by 19% in Q4 2014, buying an estimated $681K and bringing the position to 44,004 shares worth $4.34M. The position accounts for 0.08% of the portfolio, ranked #325.

Placemark Investments first reported a position in AMT in Q2 2013 and has held it in 7 quarters since. The position peaked at $5.06M in Q2 2013. 750 funds tracked by Wall St. Rank hold AMT as of Q4 2014.

Placemark Investments held 44,004 shares of American Tower worth $4.34M as of Q4 2014.
Placemark Investments bought 6,932 American Tower shares in Q4 2014, an estimated $681K.
American Tower made up 0.08% of Placemark Investments's portfolio in Q4 2014, its #325 holding.
Placemark Investments first reported a position in American Tower in Q2 2013 and has held it in 7 quarters since.
Placemark Investments's American Tower position peaked at $5.06M in Q2 2013.
750 funds tracked by Wall St. Rank held American Tower as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.