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WealthTrust-Arizona’s American Tower AMT Stock Holding History

WealthTrust-Arizona’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
Q4 		$64K Sell
404
-33
-8% -$5.16K 0.04% 129
2018
Q3 		$63K Buy
437
+20
+5% +$2.93K 0.03% 137
2018
Q2 		$60K Hold
417
– – 0.03% 132
2018
Q1 		$61K Sell
417
-13
-3% -$1.83K 0.03% 134
2017
Q4 		$61K Hold
430
– – 0.03% 146
2017
Q3 		$59K Hold
430
– – 0.03% 145
2017
Q2 		$57K Hold
430
– – 0.03% 142
2017
Q1 		$52K Sell
430
-189
-31% -$20.8K 0.03% 152
2016
Q4 		$65K Hold
619
– – 0.04% 125
2016
Q3 		$70K Sell
619
-309
-33% -$35.3K 0.04% 114
2016
Q2 		$105K Hold
928
– – 0.06% 90
2016
Q1 		$95K Sell
928
-245
-21% -$22.9K 0.06% 87
2015
Q4 		$114K Hold
1,173
– – 0.07% 88
2015
Q3 		$103K Sell
1,173
-193
-14% -$18.2K 0.06% 87
2015
Q2 		$127K Hold
1,366
– – 0.08% 80
2015
Q1 		$129K Sell
1,366
-240
-15% -$23.3K 0.08% 80
2014
Q4 		$159K Sell
1,606
-286
-15% -$28.1K 0.13% 64
2014
Q3 		$177K Sell
1,892
-353
-16% -$33.6K 0.2% 65
2014
Q2 		$202K Hold
2,245
– – 0.22% 58
2014
Q1 		$184K Hold
2,245
– – 0.21% 58
2013
Q4 		$179K Sell
2,245
-15
-0.7% -$1.17K 0.21% 55
2013
Q3 		$168K Hold
2,260
– – 0.21% 56
2013
Q2 		$165K Buy
+2,260
New +$180K 0.22% 52

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

WealthTrust-Arizona's AMT Position: Q4 2018 in Review

WealthTrust-Arizona reduced its American Tower (AMT) stake by 7.6% in Q4 2018, selling an estimated $5.16K and leaving 404 shares worth $64K. The position accounts for 0.04% of the portfolio, ranked #129.

WealthTrust-Arizona first reported a position in AMT in Q2 2013 and has held it in 23 quarters since. The position peaked at $202K in Q2 2014. 1,176 funds tracked by Wall St. Rank hold AMT as of Q4 2018.

  • WealthTrust-Arizona held 404 shares of American Tower worth $64K as of Q4 2018.
  • WealthTrust-Arizona sold 33 American Tower shares in Q4 2018, an estimated $5.16K.
  • American Tower made up 0.04% of WealthTrust-Arizona's portfolio in Q4 2018, its #129 holding.
  • WealthTrust-Arizona first reported a position in American Tower in Q2 2013 and has held it in 23 quarters since.
  • WealthTrust-Arizona's American Tower position peaked at $202K in Q2 2014.
  • 1,176 funds tracked by Wall St. Rank held American Tower as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.