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Gupta Wealth Management’s Crown Castle CCI Stock Holding History

Gupta 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
2016
Q1 		$29K Buy
341
+95
+39% +$8.05K 0.01% 571
2015
Q4 		$21K Buy
246
+183
+290% +$15.5K 0.01% 643
2015
Q3 		$5K Hold
63
– – ﹤0.01% 1038
2015
Q2 		$5K Hold
63
– – ﹤0.01% 1013
2015
Q1 		$5K Buy
+63
New +$5.37K ﹤0.01% 887

Other funds holding CCI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Gupta Wealth Management's CCI Position: Q1 2016 in Review

Gupta Wealth Management increased its Crown Castle (CCI) stake by 39% in Q1 2016, buying an estimated $8.05K and bringing the position to 341 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #571.

Gupta Wealth Management first reported a position in CCI in Q1 2015 and has held it in 5 quarters since. 575 funds tracked by Wall St. Rank hold CCI as of Q1 2016.

  • Gupta Wealth Management held 341 shares of Crown Castle worth $29K as of Q1 2016.
  • Gupta Wealth Management bought 95 Crown Castle shares in Q1 2016, an estimated $8.05K.
  • Crown Castle made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #571 holding.
  • Gupta Wealth Management first reported a position in Crown Castle in Q1 2015 and has held it in 5 quarters since.
  • 575 funds tracked by Wall St. Rank held Crown Castle as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.