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Fiduciary Financial Services of The Southwest’s Crown Castle CCI Stock Holding History

Fiduciary Financial Services of The Southwest’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
Q4 		$7.51M Sell
52,825
-40
-0.1% -$5.46K 1.96% 13
2019
Q3 		$7.35M Buy
52,865
+1,211
+2% +$167K 1.96% 11
2019
Q2 		$6.73M Buy
51,654
+580
+1% +$74.6K 1.91% 13
2019
Q1 		$6.54M Buy
51,074
+1,286
+3% +$151K 1.9% 14
2018
Q4 		$5.41M Sell
49,788
-38
-0.1% -$4.17K 1.71% 17
2018
Q3 		$5.55M Sell
49,826
-390
-0.8% -$43.4K 1.54% 17
2018
Q2 		$5.41M Sell
50,216
-1,520
-3% -$158K 1.64% 16
2018
Q1 		$5.67M Buy
51,736
+1,041
+2% +$113K 1.74% 13
2017
Q4 		$5.63M Sell
50,695
-218
-0.4% -$23.5K 1.65% 14
2017
Q3 		$5.09M Buy
50,913
+967
+2% +$98.9K 1.52% 21
2017
Q2 		$5M Buy
49,946
+2,324
+5% +$228K 1.54% 18
2017
Q1 		$4.5M Buy
47,622
+1,270
+3% +$114K 1.43% 21
2016
Q4 		$4.02M Buy
46,352
+1,217
+3% +$107K 1.33% 26
2016
Q3 		$4.25M Buy
45,135
+4,123
+10% +$397K 1.37% 25
2016
Q2 		$4.16M Buy
41,012
+11,234
+38% +$1.02M 1.34% 25
2016
Q1 		$2.58M Buy
29,778
+4,553
+18% +$386K 0.91% 37
2015
Q4 		$2.18M Buy
25,225
+3,143
+14% +$267K 0.78% 43
2015
Q3 		$1.74M Buy
22,082
+1,960
+10% +$159K 0.61% 52
2015
Q2 		$1.62M Buy
20,122
+4,916
+32% +$410K 0.5% 63
2015
Q1 		$1.25M Buy
15,206
+471
+3% +$40.1K 0.37% 80
2014
Q4 		$1.16M Buy
14,735
+1,765
+14% +$141K 0.33% 85
2014
Q3 		$1.04M Sell
12,970
-440
-3% -$34K 0.3% 89
2014
Q2 		$996K Buy
13,410
+540
+4% +$40.5K 0.28% 92
2014
Q1 		$950K Sell
12,870
-65
-0.5% -$4.77K 0.29% 90
2013
Q4 		$950K Buy
12,935
+80
+0.6% +$5.92K 0.3% 85
2013
Q3 		$939K Sell
12,855
-1,715
-12% -$123K 0.31% 82
2013
Q2 		$1.05M Buy
+14,570
New +$1.07M 0.35% 83

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fiduciary Financial Services of The Southwest's CCI Position: Q4 2019 in Review

Fiduciary Financial Services of The Southwest reduced its Crown Castle (CCI) stake by 0.08% in Q4 2019, selling an estimated $5.46K and leaving 52,825 shares worth $7.51M. The position accounts for 1.96% of the portfolio, ranked #13.

Fiduciary Financial Services of The Southwest first reported a position in CCI in Q2 2013 and has held it in 27 quarters since. 1,051 funds tracked by Wall St. Rank hold CCI as of Q4 2019.

  • Fiduciary Financial Services of The Southwest held 52,825 shares of Crown Castle worth $7.51M as of Q4 2019.
  • Fiduciary Financial Services of The Southwest sold 40 Crown Castle shares in Q4 2019, an estimated $5.46K.
  • Crown Castle made up 1.96% of Fiduciary Financial Services of The Southwest's portfolio in Q4 2019, its #13 holding.
  • Fiduciary Financial Services of The Southwest first reported a position in Crown Castle in Q2 2013 and has held it in 27 quarters since.
  • 1,051 funds tracked by Wall St. Rank held Crown Castle as of Q4 2019.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2019, filed 11 Feb 2020.