SteelBridge Private Wealth Advisors’s American Tower AMT Stock Holding History

SteelBridge Private Wealth Advisors’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	$228K	Hold	1,568	–	–	1.97%	27
2017 Q4	$225K	Sell	1,568 -43	-3%	-$6.14K	1.9%	26
2017 Q3	$221K	Sell	1,611 -181	-10%	-$25.2K	2.12%	24
2017 Q2	$238K	Hold	1,792	–	–	0.33%	64
2017 Q1	$218K	Buy	+1,792	New	+$197K	0.33%	58
2016 Q4	–	Sell	-1,933	Closed	-$220K	–	61
2016 Q3	$220K	Hold	1,933	–	–	0.64%	39
2016 Q2	$225K	Buy	+1,933	New	+$206K	0.68%	38

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

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

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

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

SteelBridge Private Wealth Advisors's AMT Position: Q1 2018 in Review

SteelBridge Private Wealth Advisors held its American Tower (AMT) position steady in Q1 2018 at 1,568 shares worth $228K. The position accounts for 1.97% of the portfolio, ranked #27.

SteelBridge Private Wealth Advisors first reported a position in AMT in Q2 2016 and has held it in 7 quarters since. The position peaked at $238K in Q2 2017. 1,089 funds tracked by Wall St. Rank hold AMT as of Q1 2018.

SteelBridge Private Wealth Advisors held 1,568 shares of American Tower worth $228K as of Q1 2018.
SteelBridge Private Wealth Advisors left its American Tower share count unchanged in Q1 2018.
American Tower made up 1.97% of SteelBridge Private Wealth Advisors's portfolio in Q1 2018, its #27 holding.
SteelBridge Private Wealth Advisors first reported a position in American Tower in Q2 2016 and has held it in 7 quarters since.
SteelBridge Private Wealth Advisors's American Tower position peaked at $238K in Q2 2017.
1,089 funds tracked by Wall St. Rank held American Tower as of Q1 2018.

Based on SteelBridge Private Wealth Advisors's 13F filing for Q1 2018, filed 11 May 2018.