Apexium Financial’s Crown Castle CCI Stock Holding History

Apexium Financial’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
2020 Q1	–	Sell	-1,446	Closed	-$206K	–	66
2019 Q4	$206K	Buy	+1,446	New	+$197K	0.27%	69

Other funds holding CCI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Apexium Financial's CCI Position: Q1 2020 in Review

Apexium Financial sold out of Crown Castle (CCI) in Q1 2020, closing a stake of 1,446 shares — an estimated $206K sold.

Apexium Financial first reported a position in CCI in Q4 2019 and held it in 1 quarter. The position peaked at $206K in Q4 2019. 1,056 funds tracked by Wall St. Rank hold CCI as of Q1 2020.

Apexium Financial reported no remaining Crown Castle position as of Q1 2020 after selling out during the quarter.
Apexium Financial sold 1,446 Crown Castle shares in Q1 2020, an estimated $206K.
Apexium Financial first reported a position in Crown Castle in Q4 2019 and held it in 1 quarter.
Apexium Financial's Crown Castle position peaked at $206K in Q4 2019.
1,056 funds tracked by Wall St. Rank held Crown Castle as of Q1 2020.

Based on Apexium Financial's 13F filing for Q1 2020, filed 20 Apr 2020.