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Advocacy Wealth Management Services’s Crown Castle CCI Stock Holding History

Advocacy Wealth Management Services’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
2017
Q1 		– Sell
-11
Closed -$1K – 307
2016
Q4 		$1K Sell
11
-19
-63% -$1.66K ﹤0.01% 292
2016
Q3 		$3K Sell
30
-16
-35% -$1.54K ﹤0.01% 342
2016
Q2 		$5K Buy
+46
New +$4.17K ﹤0.01% 347

Other funds holding CCI

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Advocacy Wealth Management Services's CCI Position: Q1 2017 in Review

Advocacy Wealth Management Services sold out of Crown Castle (CCI) in Q1 2017, closing a stake of 11 shares — an estimated $1K sold.

Advocacy Wealth Management Services first reported a position in CCI in Q2 2016 and held it in 3 quarters. The position peaked at $5K in Q2 2016. 675 funds tracked by Wall St. Rank hold CCI as of Q1 2017.

  • Advocacy Wealth Management Services reported no remaining Crown Castle position as of Q1 2017 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 11 Crown Castle shares in Q1 2017, an estimated $1K.
  • Advocacy Wealth Management Services first reported a position in Crown Castle in Q2 2016 and held it in 3 quarters.
  • Advocacy Wealth Management Services's Crown Castle position peaked at $5K in Q2 2016.
  • 675 funds tracked by Wall St. Rank held Crown Castle as of Q1 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2017, filed 24 Apr 2017.