Gideon Capital Advisors’s American Tower AMT Stock Holding History

Gideon Capital 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
2019 Q3	–	Sell	-17,400	Closed	-$3.56M	–	285
2019 Q2	$3.56M	Buy	+17,400	New	+$3.5M	1.23%	8
2019 Q1	–	Sell	-9,609	Closed	-$1.52M	–	368
2018 Q4	$1.52M	Buy	+9,609	New	+$1.5M	0.62%	37
2018 Q3	–	Sell	-3,415	Closed	-$492K	–	339
2018 Q2	$492K	Buy	+3,415	New	+$474K	0.25%	138
2016 Q4	–	Sell	-7,424	Closed	-$841K	–	393
2016 Q3	$841K	Buy	+7,424	New	+$849K	0.51%	66
2016 Q1	–	Sell	-20,344	Closed	-$1.97M	–	140
2015 Q4	$1.97M	Sell	20,344 -5,977	-23%	-$582K	1.43%	8
2015 Q3	$2.32M	Buy	+26,321	New	+$2.48M	1.36%	9
2014 Q2	–	Sell	-8,290	Closed	-$679K	–	244
2014 Q1	$679K	Buy	+8,290	New	+$675K	0.38%	90

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

ACM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Gideon Capital Advisors's AMT Position: Q3 2019 in Review

Gideon Capital Advisors sold out of American Tower (AMT) in Q3 2019, closing a stake of 17,400 shares — an estimated $3.56M sold.

Gideon Capital Advisors first reported a position in AMT in Q1 2014 and held it in 7 quarters. The position peaked at $3.56M in Q2 2019. 1,313 funds tracked by Wall St. Rank hold AMT as of Q3 2019.

Gideon Capital Advisors reported no remaining American Tower position as of Q3 2019 after selling out during the quarter.
Gideon Capital Advisors sold 17,400 American Tower shares in Q3 2019, an estimated $3.56M.
Gideon Capital Advisors first reported a position in American Tower in Q1 2014 and held it in 7 quarters.
Gideon Capital Advisors's American Tower position peaked at $3.56M in Q2 2019.
1,313 funds tracked by Wall St. Rank held American Tower as of Q3 2019.

Based on Gideon Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.