David Goel’s American Tower AMT Stock Holding History

David Goel’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 Q1	–	Sell	-1,000,000	Closed	-$106M	–	14
2016 Q4	$106M	Hold	1,000,000	–	–	5.17%	10
2016 Q3	$113M	Hold	1,000,000	–	–	4.76%	8
2016 Q2	$114M	Hold	1,000,000	–	–	5.1%	7
2016 Q1	$102M	Hold	1,000,000	–	–	4.99%	7
2015 Q4	$97M	Hold	1,000,000	–	–	4.36%	10
2015 Q3	$88M	Hold	1,000,000	–	–	4.08%	11
2015 Q2	$93.3M	Hold	1,000,000	–	–	4.15%	11
2015 Q1	$94.2M	Hold	1,000,000	–	–	4.84%	9
2014 Q4	$98.8M	Hold	1,000,000	–	–	5.23%	11
2014 Q3	$93.6M	Hold	1,000,000	–	–	5.02%	11
2014 Q2	$90M	Sell	1,000,000 -200,000	-17%	-$17.3M	4.93%	10
2014 Q1	$98.2M	Hold	1,200,000	–	–	6.55%	6
2013 Q4	$95.8M	Hold	1,200,000	–	–	6.87%	6
2013 Q3	$89M	Buy	1,200,000 +200,000	+20%	+$14.4M	7.42%	5
2013 Q2	$73.2M	Buy	+1,000,000	New	+$79.6M	7.69%	5

Other funds holding AMT

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

David Goel's AMT Position: Q1 2017 in Review

David Goel sold out of American Tower (AMT) in Q1 2017, closing a stake of 1,000,000 shares — an estimated $106M sold.

David Goel first reported a position in AMT in Q2 2013 and held it in 15 quarters. The position peaked at $114M in Q2 2016. 899 funds tracked by Wall St. Rank hold AMT as of Q1 2017.

David Goel reported no remaining American Tower position as of Q1 2017 after selling out during the quarter.
David Goel sold 1,000,000 American Tower shares in Q1 2017, an estimated $106M.
David Goel first reported a position in American Tower in Q2 2013 and held it in 15 quarters.
David Goel's American Tower position peaked at $114M in Q2 2016.
899 funds tracked by Wall St. Rank held American Tower as of Q1 2017.

Based on Matrix Capital Management Company's 13F filing for Q1 2017, filed 15 May 2017.