Solaris Asset Management’s American Tower AMT Stock Holding History

Solaris Asset 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
2018 Q1	–	Sell	-3,471	Closed	-$495K	–	58
2017 Q4	$495K	Hold	3,471	–	–	0.28%	61
2017 Q3	$474K	Sell	3,471 -5	-0.1%	-$696	0.28%	63
2017 Q2	$460K	Buy	3,476 +65	+2%	+$8.33K	0.28%	60
2017 Q1	$415K	Sell	3,411 -50	-1%	-$5.5K	0.27%	65
2016 Q4	$366K	Sell	3,461 -275	-7%	-$29.9K	0.24%	73
2016 Q3	$423K	Buy	3,736 +475	+15%	+$54.3K	0.27%	67
2016 Q2	$370K	Sell	3,261 -200	-6%	-$21.3K	0.27%	61
2016 Q1	$354K	Sell	3,461 -117	-3%	-$10.9K	0.25%	57
2015 Q4	$347K	Sell	3,578 -75	-2%	-$7.31K	0.24%	55
2015 Q3	$321K	Sell	3,653 -747	-17%	-$70.3K	0.26%	57
2015 Q2	$410K	Buy	4,400 +175	+4%	+$16.6K	0.25%	67
2015 Q1	$398K	Buy	4,225 +700	+20%	+$68.1K	0.25%	69
2014 Q4	$348K	Buy	+3,525	New	+$346K	0.23%	72

Other funds holding AMT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group

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

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

Fidelity Investments

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

T. Rowe Price Associates

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

Capital World Investors

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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return