Nathaniel Simons
Meritage Group
Nathaniel Simons American Tower Corp stake
total: 301
Meritage Group AMT trades
- Total transactions:
- 11
- New positions:
- 2
- Sold out:
- 2
- Added:
- 6
- Reduced:
- 1
- Held since:
- 2018 Q1
- Held for:
- 1 quarter
- Latest activity:
- 2018 Q2
According to 2026 Q1 report, Nathaniel Simons doesn't hold any American Tower Corp (AMT) shares. To date, the estimated cost basis is nearly $145.34 for "buy" trades and estimated average "sell" price is $145.34. Meritage Group first purchased AMT in 2014 Q1, initially acquiring about 1.87M shares. Nathaniel Simons later completely sold out the position and invested in American Tower Corp again in 2018 Q1. Since the initial investment in American Tower Corp (AMT), Meritage Group has made 10 more transactions.
When did Nathaniel Simons sell American Tower Corp (AMT)?
Nathaniel Simons sold off the entire American Tower Corp (AMT) position in 2018 Q2.
When did Nathaniel Simons buy American Tower Corp (AMT)?
Nathaniel Simons first invested in American Tower Corp (AMT) in 2014 Q1 at the reported quarter-end price of $81.87 per share.
What's the cost basis of Meritage Group's AMT stake?
The estimated cost basis for American Tower Corp (AMT) stake is around $145.34 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $145.34
- Weighted AVG sell price:
- $145.34
Nathaniel Simons's historical trades in American Tower Corp
11 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2018 Q2
|
0.00%
|
$145.34
|
-100% (-551,487)
|
|||
|
2018 Q1
|
1.90%
|
$145.34
|
new
|
|||
|
2016 Q1
|
0.00%
|
$96.95
|
-100% (-2,524,868)
|
|||
|
2015 Q4
|
6.70%
|
$96.95
|
-21.13% (-676,467)
|
|||
|
2015 Q3
|
7.43%
|
$87.98
|
+0.11% (+3,488)
|
|||
|
2015 Q2
|
6.99%
|
$93.29
|
+34.60% (+822,116)
|
|||
|
2015 Q1
|
6.04%
|
$94.15
|
+27.11% (+506,671)
|
|||
|
2014 Q4
|
5.04%
|
$98.85
|
+0.05% (+863)
|
|||
|
2014 Q3
|
4.76%
|
$93.63
|
+0.02% (+415)
|
|||
|
2014 Q2
|
4.72%
|
$89.98
|
+0.01% (+262)
|
|||
|
2014 Q1
|
4.31%
|
$81.87
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.