BHWM
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Bay Harbor Wealth Management’s Crown Castle CCI Stock Holding History

Bay Harbor Wealth Management’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
2021
Q4 		– Sell
-15
Closed -$3K – 165
2021
Q3 		$3K Sell
15
-76
-84% -$14.7K ﹤0.01% 170
2021
Q2 		$18K Sell
91
-208
-70% -$38.9K 0.01% 161
2021
Q1 		$51K Buy
299
+74
+33% +$11.9K 0.02% 143
2020
Q4 		$36K Sell
225
-76
-25% -$12.3K 0.02% 178
2020
Q3 		$50K Buy
+301
New +$49.7K 0.02% 158
2020
Q2 		– Sell
-18
Closed -$3K – 353
2020
Q1 		$3K Buy
+18
New +$2.68K ﹤0.01% 249
2019
Q3 		– Sell
-1,784
Closed -$247K – 363
2019
Q2 		$233K Sell
1,784
-1,663
-48% -$214K 0.14% 94
2019
Q1 		$441K Sell
3,447
-216
-6% -$25.3K 0.3% 57
2018
Q4 		$398K Buy
+3,663
New +$402K 0.32% 56

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return