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Watermark Asset Management’s American Tower AMT Stock Holding History

Watermark 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
Q2 		– Sell
-125
Closed -$18K – 241
2018
Q1 		$18K Hold
125
– – 0.01% 142
2017
Q4 		$18K Hold
125
– – 0.01% 147
2017
Q3 		$17K Hold
125
– – 0.01% 146
2017
Q2 		$17K Hold
125
– – 0.01% 145
2017
Q1 		$15K Buy
+125
New +$13.8K 0.01% 147

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Watermark Asset Management's AMT Position: Q2 2018 in Review

Watermark Asset Management sold out of American Tower (AMT) in Q2 2018, closing a stake of 125 shares — an estimated $18K sold.

Watermark Asset Management first reported a position in AMT in Q1 2017 and held it in 5 quarters. The position peaked at $18K in Q1 2018. 1,076 funds tracked by Wall St. Rank hold AMT as of Q2 2018.

  • Watermark Asset Management reported no remaining American Tower position as of Q2 2018 after selling out during the quarter.
  • Watermark Asset Management sold 125 American Tower shares in Q2 2018, an estimated $18K.
  • Watermark Asset Management first reported a position in American Tower in Q1 2017 and held it in 5 quarters.
  • Watermark Asset Management's American Tower position peaked at $18K in Q1 2018.
  • 1,076 funds tracked by Wall St. Rank held American Tower as of Q2 2018.

Based on Watermark Asset Management's 13F filing for Q2 2018, filed 9 Jul 2018.