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Davidson & Garrard’s American Tower AMT Stock Holding History

Davidson & Garrard’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
Q3 		$2.85M Sell
20,847
-325
-2% -$45.2K 0.67% 55
2017
Q2 		$2.8M Sell
21,172
-50
-0.2% -$6.41K 0.67% 55
2017
Q1 		$2.58M Buy
21,222
+550
+3% +$60.5K 0.61% 57
2016
Q4 		$2.19M Buy
20,672
+490
+2% +$53.2K 0.54% 63
2016
Q3 		$2.29M Sell
20,182
-25
-0.1% -$2.86K 0.57% 62
2016
Q2 		$2.3M Sell
20,207
-436
-2% -$46.4K 0.57% 61
2016
Q1 		$2.11M Buy
20,643
+678
+3% +$63.4K 0.54% 64
2015
Q4 		$1.94M Buy
19,965
+485
+2% +$47.3K 0.48% 70
2015
Q3 		$1.71M Buy
19,480
+7,837
+67% +$738K 0.44% 76
2015
Q2 		$1.09M Sell
11,643
-2,433
-17% -$230K 0.25% 108
2015
Q1 		$1.32M Sell
14,076
-2,190
-13% -$213K 0.3% 98
2014
Q4 		$1.61M Sell
16,266
-806
-5% -$79.2K 0.37% 87
2014
Q3 		$1.6M Sell
17,072
-221
-1% -$21K 0.39% 81
2014
Q2 		$1.56M Buy
17,293
+193
+1% +$16.7K 0.37% 84
2014
Q1 		$1.4M Buy
17,100
+73
+0.4% +$5.95K 0.35% 85
2013
Q4 		$1.36M Buy
17,027
+12,087
+245% +$939K 0.34% 83
2013
Q3 		$366K Buy
+4,940
New +$357K 0.1% 142

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $871B AUM 31.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Davidson & Garrard's AMT Position: Q3 2017 in Review

Davidson & Garrard reduced its American Tower (AMT) stake by 1.5% in Q3 2017, selling an estimated $45.2K and leaving 20,847 shares worth $2.85M. The position accounts for 0.67% of the portfolio, ranked #55.

Davidson & Garrard first reported a position in AMT in Q3 2013 and has held it in 17 quarters since. 959 funds tracked by Wall St. Rank hold AMT as of Q3 2017.

  • Davidson & Garrard held 20,847 shares of American Tower worth $2.85M as of Q3 2017.
  • Davidson & Garrard sold 325 American Tower shares in Q3 2017, an estimated $45.2K.
  • American Tower made up 0.67% of Davidson & Garrard's portfolio in Q3 2017, its #55 holding.
  • Davidson & Garrard first reported a position in American Tower in Q3 2013 and has held it in 17 quarters since.
  • 959 funds tracked by Wall St. Rank held American Tower as of Q3 2017.

Based on Davidson & Garrard's 13F filing for Q3 2017, filed 7 Nov 2017.