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D. Scott Neal’s American Tower AMT Stock Holding History

D. Scott Neal’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
-400
Closed -$58K – 72
2018
Q1 		$58K Hold
400
– – 0.03% 73
2017
Q4 		$57K Hold
400
– – 0.03% 76
2017
Q3 		$55K Hold
400
– – 0.03% 76
2017
Q2 		$53K Sell
400
-400
-50% -$51.2K 0.04% 94
2017
Q1 		$97K Hold
800
– – 0.06% 66
2016
Q4 		$85K Hold
800
– – 0.06% 61
2016
Q3 		$91K Hold
800
– – 0.07% 54
2016
Q2 		$91K Buy
800
+600
+300% +$63.9K 0.08% 54
2016
Q1 		$20K Buy
+200
New +$18.7K 0.02% 82

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
ACM
AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return