WealthOne’s American Tower AMT Stock Holding History

WealthOne’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
2019 Q1	–	Sell	-150	Closed	-$24K	–	100
2018 Q4	$24K	Buy	+150	New	+$23.4K	0.02%	252

Other funds holding AMT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WealthOne's AMT Position: Q1 2019 in Review

WealthOne sold out of American Tower (AMT) in Q1 2019, closing a stake of 150 shares — an estimated $24K sold.

WealthOne first reported a position in AMT in Q4 2018 and held it in 1 quarter. The position peaked at $24K in Q4 2018. 1,235 funds tracked by Wall St. Rank hold AMT as of Q1 2019.

WealthOne reported no remaining American Tower position as of Q1 2019 after selling out during the quarter.
WealthOne sold 150 American Tower shares in Q1 2019, an estimated $24K.
WealthOne first reported a position in American Tower in Q4 2018 and held it in 1 quarter.
WealthOne's American Tower position peaked at $24K in Q4 2018.
1,235 funds tracked by Wall St. Rank held American Tower as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.