WESPAC Advisors SoCal’s American Tower AMT Stock Holding History

WESPAC Advisors SoCal’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	-170	Closed	-$26K	–	334
2018 Q4	$26K	Buy	+170	New	+$26.6K	0.02%	155

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 $3.38T AUM 44.17% 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

WESPAC Advisors SoCal's AMT Position: Q1 2019 in Review

WESPAC Advisors SoCal sold out of American Tower (AMT) in Q1 2019, closing a stake of 170 shares — an estimated $26K sold.

WESPAC Advisors SoCal first reported a position in AMT in Q4 2018 and held it in 1 quarter. The position peaked at $26K in Q4 2018. 1,235 funds tracked by Wall St. Rank hold AMT as of Q1 2019.

WESPAC Advisors SoCal reported no remaining American Tower position as of Q1 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 170 American Tower shares in Q1 2019, an estimated $26K.
WESPAC Advisors SoCal first reported a position in American Tower in Q4 2018 and held it in 1 quarter.
WESPAC Advisors SoCal's American Tower position peaked at $26K in Q4 2018.
1,235 funds tracked by Wall St. Rank held American Tower as of Q1 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2019, filed 2 May 2019.