Hefty Wealth Partners’s Crown Castle CCI Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$8K	Hold	72	–	–	0.01%	188
2017 Q4	$8K	Hold	72	–	–	0.01%	190
2017 Q3	$7K	Hold	72	–	–	﹤0.01%	190
2017 Q2	$7K	Hold	72	–	–	﹤0.01%	176
2017 Q1	$6K	Hold	72	–	–	﹤0.01%	186
2016 Q4	$6K	Hold	72	–	–	0.01%	180
2016 Q3	$6K	Hold	72	–	–	﹤0.01%	186
2016 Q2	$7K	Hold	72	–	–	0.01%	157
2016 Q1	$6K	Hold	72	–	–	0.01%	165
2015 Q4	$6K	Buy	+72	New	+$6.11K	0.01%	156

Other funds holding CCI

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

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

MAM

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Hefty Wealth Partners's CCI Position: Q1 2018 in Review

Hefty Wealth Partners held its Crown Castle (CCI) position steady in Q1 2018 at 72 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #188.

Hefty Wealth Partners first reported a position in CCI in Q4 2015 and has held it in 10 quarters since. 817 funds tracked by Wall St. Rank hold CCI as of Q1 2018.

Hefty Wealth Partners held 72 shares of Crown Castle worth $8K as of Q1 2018.
Hefty Wealth Partners left its Crown Castle share count unchanged in Q1 2018.
Crown Castle made up 0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #188 holding.
Hefty Wealth Partners first reported a position in Crown Castle in Q4 2015 and has held it in 10 quarters since.
817 funds tracked by Wall St. Rank held Crown Castle as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.