Criterion Capital Management’s SBA Communications SBAC Stock Holding History

Criterion Capital Management’s Portfolio SBAC Stock Details SBAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-242,661	Closed	-$35M	–	44
2017 Q3	$35M	Sell	242,661 -236,014	-49%	-$33.6M	1.49%	22
2017 Q2	$64.6M	Sell	478,675 -325,465	-40%	-$42.3M	3.11%	15
2017 Q1	$96.8M	Sell	804,140 -160,760	-17%	-$17.8M	3.56%	10
2016 Q4	$99.6M	Buy	964,900 +110,102	+13%	+$11.6M	4.06%	12
2016 Q3	$95.9M	Sell	854,798 -259,479	-23%	-$29.3M	3.83%	12
2016 Q2	$120M	Sell	1,114,277 -148,135	-12%	-$15M	5.75%	8
2016 Q1	$126M	Buy	1,262,412 +923,184	+272%	+$88.2M	5.18%	7
2015 Q4	$35.6M	Buy	+339,228	New	+$36.7M	1.12%	25
2013 Q4	–	Sell	-418,758	Closed	-$33.7M	–	101
2013 Q3	$33.7M	Buy	+418,758	New	+$31.7M	1.19%	25

Other funds holding SBAC

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

Criterion Capital Management's SBAC Position: Q4 2017 in Review

Criterion Capital Management sold out of SBA Communications (SBAC) in Q4 2017, closing a stake of 242,661 shares — an estimated $35M sold.

Criterion Capital Management first reported a position in SBAC in Q3 2013 and held it in 9 quarters. The position peaked at $126M in Q1 2016. 516 funds tracked by Wall St. Rank hold SBAC as of Q4 2017.

Criterion Capital Management reported no remaining SBA Communications position as of Q4 2017 after selling out during the quarter.
Criterion Capital Management sold 242,661 SBA Communications shares in Q4 2017, an estimated $35M.
Criterion Capital Management first reported a position in SBA Communications in Q3 2013 and held it in 9 quarters.
Criterion Capital Management's SBA Communications position peaked at $126M in Q1 2016.
516 funds tracked by Wall St. Rank held SBA Communications as of Q4 2017.

Based on Criterion Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.