E&G Advisors’s American Tower AMT Stock Holding History

E&G 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
2022 Q3	–	Sell	-1,155	Closed	-$295K	–	200
2022 Q2	$295K	Buy	+1,155	New	+$290K	0.1%	160
2018 Q3	–	Sell	-1,500	Closed	-$216K	–	206
2018 Q2	$216K	Hold	1,500	–	–	0.09%	184
2018 Q1	$218K	Buy	+1,500	New	+$211K	0.09%	173
2015 Q1	–	Sell	-16,435	Closed	-$1.63M	–	91
2014 Q4	$1.63M	Sell	16,435 -1,100	-6%	-$108K	1.06%	29
2014 Q3	$1.64M	Hold	17,535	–	–	1.06%	27
2014 Q2	$1.58M	Hold	17,535	–	–	1.02%	29
2014 Q1	$1.44M	Buy	+17,535	New	+$1.43M	1.13%	28

Other funds holding AMT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

E&G Advisors's AMT Position: Q3 2022 in Review

E&G Advisors sold out of American Tower (AMT) in Q3 2022, closing a stake of 1,155 shares — an estimated $295K sold.

E&G Advisors first reported a position in AMT in Q1 2014 and held it in 7 quarters. The position peaked at $1.64M in Q3 2014. 1,688 funds tracked by Wall St. Rank hold AMT as of Q3 2022.

E&G Advisors reported no remaining American Tower position as of Q3 2022 after selling out during the quarter.
E&G Advisors sold 1,155 American Tower shares in Q3 2022, an estimated $295K.
E&G Advisors first reported a position in American Tower in Q1 2014 and held it in 7 quarters.
E&G Advisors's American Tower position peaked at $1.64M in Q3 2014.
1,688 funds tracked by Wall St. Rank held American Tower as of Q3 2022.

Based on E&G Advisors's 13F filing for Q3 2022, filed 11 Oct 2022.