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RPg Family Wealth Advisory’s American Tower AMT Stock Holding History

RPg Family Wealth Advisory’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 		– Sell
-760
Closed -$80.3K – 270
2016
Q4 		$80.3K Hold
760
– – 0.07% 90
2016
Q3 		$86.1K Hold
760
– – 0.06% 87
2016
Q2 		$86.3K Sell
760
-139
-15% -$14.8K 0.04% 92
2016
Q1 		$92K Buy
899
+49
+6% +$4.58K 0.07% 92
2015
Q4 		$82.4K Buy
+850
New +$82.8K 0.08% 68

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RPg Family Wealth Advisory's AMT Position: Q1 2017 in Review

RPg Family Wealth Advisory sold out of American Tower (AMT) in Q1 2017, closing a stake of 760 shares — an estimated $80.3K sold.

RPg Family Wealth Advisory first reported a position in AMT in Q4 2015 and held it in 5 quarters. The position peaked at $92K in Q1 2016. 899 funds tracked by Wall St. Rank hold AMT as of Q1 2017.

  • RPg Family Wealth Advisory reported no remaining American Tower position as of Q1 2017 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 760 American Tower shares in Q1 2017, an estimated $80.3K.
  • RPg Family Wealth Advisory first reported a position in American Tower in Q4 2015 and held it in 5 quarters.
  • RPg Family Wealth Advisory's American Tower position peaked at $92K in Q1 2016.
  • 899 funds tracked by Wall St. Rank held American Tower as of Q1 2017.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2017, filed 12 May 2017.