Retirement Design & Management’s American Tower AMT Stock Holding History

Retirement Design & Management’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
2016 Q3	–	Sell	-23,123	Closed	-$2.63M	–	5
2016 Q2	$2.63M	Sell	23,123 -9	-0%	-$958	1.64%	14
2016 Q1	$2.37M	Sell	23,132 -630	-3%	-$58.9K	1.69%	14
2015 Q4	$2.3M	Buy	23,762 +63	+0.3%	+$6.14K	1.29%	20
2015 Q3	$2.08M	Sell	23,699 -73	-0.3%	-$6.87K	2.16%	16
2015 Q2	$2.22M	Sell	23,772 -3,981	-14%	-$377K	1.91%	18
2015 Q1	$2.62M	Sell	27,753 -67	-0.2%	-$6.51K	2.27%	15
2014 Q4	$2.75M	Buy	+27,820	New	+$2.73M	2.08%	14

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 16.07% 1-Year Est. Return

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

BFA

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Retirement Design & Management's AMT Position: Q3 2016 in Review

Retirement Design & Management sold out of American Tower (AMT) in Q3 2016, closing a stake of 23,123 shares — an estimated $2.63M sold.

Retirement Design & Management first reported a position in AMT in Q4 2014 and held it in 7 quarters. The position peaked at $2.75M in Q4 2014. 810 funds tracked by Wall St. Rank hold AMT as of Q3 2016.

Retirement Design & Management reported no remaining American Tower position as of Q3 2016 after selling out during the quarter.
Retirement Design & Management sold 23,123 American Tower shares in Q3 2016, an estimated $2.63M.
Retirement Design & Management first reported a position in American Tower in Q4 2014 and held it in 7 quarters.
Retirement Design & Management's American Tower position peaked at $2.75M in Q4 2014.
810 funds tracked by Wall St. Rank held American Tower as of Q3 2016.

Based on Retirement Design & Management's 13F filing for Q3 2016.