Advisory Research’s Crown Castle CCI Stock Holding History

Advisory Research’s Portfolio CCI Stock Details CCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-6,348	Closed	-$524K	–	319
2015 Q1	$524K	Sell	6,348 -12,256	-66%	-$1.04M	0.01%	292
2014 Q4	$1.46M	Buy	+18,604	New	+$1.49M	0.02%	222
2014 Q2	–	Sell	-919	Closed	-$68K	–	384
2014 Q1	$68K	Buy	+919	New	+$67.4K	﹤0.01%	607

Other funds holding CCI

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Advisory Research's CCI Position: Q2 2015 in Review

Advisory Research sold out of Crown Castle (CCI) in Q2 2015, closing a stake of 6,348 shares — an estimated $524K sold.

Advisory Research first reported a position in CCI in Q1 2014 and held it in 3 quarters. The position peaked at $1.46M in Q4 2014. 480 funds tracked by Wall St. Rank hold CCI as of Q2 2015.

Advisory Research reported no remaining Crown Castle position as of Q2 2015 after selling out during the quarter.
Advisory Research sold 6,348 Crown Castle shares in Q2 2015, an estimated $524K.
Advisory Research first reported a position in Crown Castle in Q1 2014 and held it in 3 quarters.
Advisory Research's Crown Castle position peaked at $1.46M in Q4 2014.
480 funds tracked by Wall St. Rank held Crown Castle as of Q2 2015.

Based on Advisory Research's 13F filing for Q2 2015, filed 14 Aug 2015.