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SFMG Wealth Advisors’s American Tower AMT Stock Holding History

SFMG Wealth 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
2017
Q4 		– Sell
-20,055
Closed -$2.74M – 149
2017
Q3 		$2.74M Sell
20,055
-450
-2% -$62.6K 0.54% 19
2017
Q2 		$2.71M Hold
20,505
– – 0.56% 18
2017
Q1 		$2.49M Buy
20,505
+10
+0% +$1.1K 0.5% 19
2016
Q4 		$2.17M Sell
20,495
-570
-3% -$61.9K 0.46% 22
2016
Q3 		$2.39M Sell
21,065
-740
-3% -$84.6K 0.52% 20
2016
Q2 		$2.48M Sell
21,805
-170
-0.8% -$18.1K 0.55% 20
2016
Q1 		$2.25M Sell
21,975
-120
-0.5% -$11.2K 0.5% 27
2015
Q4 		$2.14M Sell
22,095
-105
-0.5% -$10.2K 0.49% 22
2015
Q3 		$1.95M Sell
22,200
-370
-2% -$34.8K 0.47% 24
2015
Q2 		$2.11M Sell
22,570
-25,750
-53% -$2.44M 0.47% 22
2015
Q1 		$4.55M Buy
48,320
+24,930
+107% +$2.42M 0.37% 24
2014
Q4 		$2.31M Buy
+23,390
New +$2.3M 0.51% 22

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SFMG Wealth Advisors's AMT Position: Q4 2017 in Review

SFMG Wealth Advisors sold out of American Tower (AMT) in Q4 2017, closing a stake of 20,055 shares — an estimated $2.74M sold.

SFMG Wealth Advisors first reported a position in AMT in Q4 2014 and held it in 12 quarters. The position peaked at $4.55M in Q1 2015. 1,063 funds tracked by Wall St. Rank hold AMT as of Q4 2017.

  • SFMG Wealth Advisors reported no remaining American Tower position as of Q4 2017 after selling out during the quarter.
  • SFMG Wealth Advisors sold 20,055 American Tower shares in Q4 2017, an estimated $2.74M.
  • SFMG Wealth Advisors first reported a position in American Tower in Q4 2014 and held it in 12 quarters.
  • SFMG Wealth Advisors's American Tower position peaked at $4.55M in Q1 2015.
  • 1,063 funds tracked by Wall St. Rank held American Tower as of Q4 2017.

Based on SFMG Wealth Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.