Fusion Family Wealth’s Crown Castle CCI Stock Holding History

Fusion Family Wealth’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
2017 Q2	–	Sell	-29	Closed	-$3K	–	291
2017 Q1	$3K	Buy	+29	New	+$2.6K	﹤0.01%	244

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

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Fusion Family Wealth's CCI Position: Q2 2017 in Review

Fusion Family Wealth sold out of Crown Castle (CCI) in Q2 2017, closing a stake of 29 shares — an estimated $3K sold.

Fusion Family Wealth first reported a position in CCI in Q1 2017 and held it in 1 quarter. The position peaked at $3K in Q1 2017. 698 funds tracked by Wall St. Rank hold CCI as of Q2 2017.

Fusion Family Wealth reported no remaining Crown Castle position as of Q2 2017 after selling out during the quarter.
Fusion Family Wealth sold 29 Crown Castle shares in Q2 2017, an estimated $3K.
Fusion Family Wealth first reported a position in Crown Castle in Q1 2017 and held it in 1 quarter.
Fusion Family Wealth's Crown Castle position peaked at $3K in Q1 2017.
698 funds tracked by Wall St. Rank held Crown Castle as of Q2 2017.

Based on Fusion Family Wealth's 13F filing for Q2 2017, filed 7 Aug 2017.