RFS
AMT icon

Rockefeller Financial Services’s American Tower AMT Stock Holding History

Rockefeller Financial Services’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
Q4 		$977K Sell
6,850
-100
-1% -$14.3K 0.02% 231
2017
Q3 		$950K Buy
+6,950
New +$968K 0.02% 211
2015
Q1 		– Sell
-200
Closed -$20K – 516
2014
Q4 		$20K Hold
200
– – ﹤0.01% 427
2014
Q3 		$19K Sell
200
-92
-32% -$8.76K ﹤0.01% 431
2014
Q2 		$26K Sell
292
-908
-76% -$78.6K ﹤0.01% 450
2014
Q1 		$98K Buy
+1,200
New +$97.8K ﹤0.01% 391

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Rockefeller Financial Services's AMT Position: Q4 2017 in Review

Rockefeller Financial Services reduced its American Tower (AMT) stake by 1.4% in Q4 2017, selling an estimated $14.3K and leaving 6,850 shares worth $977K. The position accounts for 0.02% of the portfolio, ranked #231.

Rockefeller Financial Services first reported a position in AMT in Q1 2014 and has held it in 6 quarters since. 1,063 funds tracked by Wall St. Rank hold AMT as of Q4 2017.

  • Rockefeller Financial Services held 6,850 shares of American Tower worth $977K as of Q4 2017.
  • Rockefeller Financial Services sold 100 American Tower shares in Q4 2017, an estimated $14.3K.
  • American Tower made up 0.02% of Rockefeller Financial Services's portfolio in Q4 2017, its #231 holding.
  • Rockefeller Financial Services first reported a position in American Tower in Q1 2014 and has held it in 6 quarters since.
  • 1,063 funds tracked by Wall St. Rank held American Tower as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.