BDO Wealth Advisors’s Crown Castle CCI Stock Holding History

BDO Wealth Advisors’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
2019 Q1	–	Sell	-179	Closed	-$19K	–	616
2018 Q4	$19K	Sell	179 -5	-3%	-$549	0.01%	349
2018 Q3	$20K	Sell	184 -53	-22%	-$5.9K	0.01%	381
2018 Q2	$26K	Buy	237 +75	+46%	+$7.79K	0.01%	359
2018 Q1	$18K	Buy	162 +146	+913%	+$15.8K	0.01%	336
2017 Q4	$2K	Buy	+16	New	+$1.73K	﹤0.01%	422
2017 Q3	–	Sell	-200	Closed	-$20K	–	453
2017 Q2	$20K	Buy	+200	New	+$19.6K	0.01%	306

Other funds holding CCI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BDO Wealth Advisors's CCI Position: Q1 2019 in Review

BDO Wealth Advisors sold out of Crown Castle (CCI) in Q1 2019, closing a stake of 179 shares — an estimated $19K sold.

BDO Wealth Advisors first reported a position in CCI in Q2 2017 and held it in 6 quarters. The position peaked at $26K in Q2 2018. 937 funds tracked by Wall St. Rank hold CCI as of Q1 2019.

BDO Wealth Advisors reported no remaining Crown Castle position as of Q1 2019 after selling out during the quarter.
BDO Wealth Advisors sold 179 Crown Castle shares in Q1 2019, an estimated $19K.
BDO Wealth Advisors first reported a position in Crown Castle in Q2 2017 and held it in 6 quarters.
BDO Wealth Advisors's Crown Castle position peaked at $26K in Q2 2018.
937 funds tracked by Wall St. Rank held Crown Castle as of Q1 2019.

Based on BDO Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.