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WFG Advisors’s American Tower AMT Stock Holding History

WFG Advisors’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
2017
Q2 		$232K Buy
1,755
+402
+30% +$51.5K 0.05% 334
2017
Q1 		$164K Sell
1,353
-209
-13% -$23K 0.04% 373
2016
Q4 		$165K Buy
1,562
+5
+0.3% +$543 0.04% 418
2016
Q3 		$177K Buy
1,557
+84
+6% +$9.6K 0.04% 396
2016
Q2 		$167K Buy
1,473
+18
+1% +$1.92K 0.04% 383
2016
Q1 		$149K Sell
1,455
-33
-2% -$3.08K 0.04% 383
2015
Q4 		$144K Buy
1,488
+106
+8% +$10.3K 0.04% 376
2015
Q3 		$122K Sell
1,382
-22
-2% -$2.07K 0.04% 409
2015
Q2 		$131K Buy
1,404
+160
+13% +$15.1K 0.04% 461
2015
Q1 		$117K Buy
1,244
+142
+13% +$13.8K 0.03% 479
2014
Q4 		$109K Sell
1,102
-104
-9% -$10.2K 0.02% 608
2014
Q3 		$113K Buy
1,206
+375
+45% +$35.7K 0.02% 620
2014
Q2 		$75K Buy
831
+128
+18% +$11.1K 0.01% 762
2014
Q1 		$58K Buy
703
+350
+99% +$28.5K 0.01% 848
2013
Q4 		$28K Buy
353
+124
+54% +$9.63K ﹤0.01% 1199
2013
Q3 		$17K Buy
229
+61
+36% +$4.4K ﹤0.01% 1327
2013
Q2 		$12K Buy
+168
New +$13.4K ﹤0.01% 1387

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return