UPA
Union Point Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-139,596
| Closed | -$13.1M | – | 2 |
|
|
2015
Q1 | $13.1M | Buy |
+139,596
| New | +$13.1M | 6.78% | 4 |
|
|
2014
Q3 | – | Sell |
-130,808
| Closed | -$11.8M | – | 24 |
|
|
2014
Q2 | $11.8M | Sell |
130,808
-58,258
| -31% | -$5.24M | 4.84% | 6 |
|
|
2014
Q1 | $15.5M | Buy |
189,066
+59,571
| +46% | +$4.88M | 7.09% | 2 |
|
|
2013
Q4 | $10.3M | Buy |
129,495
+52,369
| +68% | +$4.18M | 10.05% | 1 |
|
|
2013
Q3 | $5.72M | Buy |
+77,126
| New | +$5.72M | 10.7% | 2 |
|