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Nelson Capital Management’s American Tower AMT Stock Holding History

Nelson Capital Management’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
Q4 		– Sell
-132
Closed -$29K – 112
2019
Q3 		$29K Hold
132
– – 0.01% 186
2019
Q2 		$27K Buy
+132
New +$26.5K 0.01% 181
2019
Q1 		– Sell
-32
Closed -$5K – 303
2018
Q4 		$5K Hold
32
– – ﹤0.01% 235
2018
Q3 		$5K Sell
32
-21
-40% -$3.08K ﹤0.01% 228
2018
Q2 		$8K Hold
53
– – ﹤0.01% 203
2018
Q1 		$8K Hold
53
– – ﹤0.01% 211
2017
Q4 		$8K Buy
+53
New +$7.57K ﹤0.01% 241

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nelson Capital Management's AMT Position: Q4 2019 in Review

Nelson Capital Management sold out of American Tower (AMT) in Q4 2019, closing a stake of 132 shares — an estimated $29K sold.

Nelson Capital Management first reported a position in AMT in Q4 2017 and held it in 7 quarters. The position peaked at $29K in Q3 2019. 1,391 funds tracked by Wall St. Rank hold AMT as of Q4 2019.

  • Nelson Capital Management reported no remaining American Tower position as of Q4 2019 after selling out during the quarter.
  • Nelson Capital Management sold 132 American Tower shares in Q4 2019, an estimated $29K.
  • Nelson Capital Management first reported a position in American Tower in Q4 2017 and held it in 7 quarters.
  • Nelson Capital Management's American Tower position peaked at $29K in Q3 2019.
  • 1,391 funds tracked by Wall St. Rank held American Tower as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.