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Stifel Trust’s American Tower AMT Stock Holding History

Stifel Trust’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
2014
Q3 		$1.48M Buy
15,848
+11,360
+253% +$1.08M 0.28% 104
2014
Q2 		$404K Buy
4,488
+300
+7% +$26K 0.08% 148
2014
Q1 		$343K Buy
4,188
+38
+0.9% +$3.1K 0.06% 150
2013
Q4 		$332K Buy
4,150
+200
+5% +$15.5K 0.06% 152
2013
Q3 		$293K Buy
3,950
+262
+7% +$18.9K 0.06% 157
2013
Q2 		$270K Buy
+3,688
New +$293K 0.06% 160

Other funds holding AMT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stifel Trust's AMT Position: Q3 2014 in Review

Stifel Trust increased its American Tower (AMT) stake by 253% in Q3 2014, buying an estimated $1.08M and bringing the position to 15,848 shares worth $1.48M. The position accounts for 0.28% of the portfolio, ranked #104.

Stifel Trust first reported a position in AMT in Q2 2013 and has held it in 6 quarters since. 686 funds tracked by Wall St. Rank hold AMT as of Q3 2014.

  • Stifel Trust held 15,848 shares of American Tower worth $1.48M as of Q3 2014.
  • Stifel Trust bought 11,360 American Tower shares in Q3 2014, an estimated $1.08M.
  • American Tower made up 0.28% of Stifel Trust's portfolio in Q3 2014, its #104 holding.
  • Stifel Trust first reported a position in American Tower in Q2 2013 and has held it in 6 quarters since.
  • 686 funds tracked by Wall St. Rank held American Tower as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.