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Integrated Wealth Management (Palm Desert)’s Crown Castle CCI Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q4 		– Sell
-98
Closed -$9K – 348
2016
Q3 		$9K Sell
98
-31
-24% -$2.98K ﹤0.01% 777
2016
Q2 		$13K Buy
129
+31
+32% +$2.81K 0.01% 692
2016
Q1 		$8K Hold
98
– – ﹤0.01% 745
2015
Q4 		$8K Buy
+98
New +$8.32K ﹤0.01% 817

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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

Integrated Wealth Management (Palm Desert)'s CCI Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Crown Castle (CCI) in Q4 2016, closing a stake of 98 shares — an estimated $9K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CCI in Q4 2015 and held it in 4 quarters. The position peaked at $13K in Q2 2016. 658 funds tracked by Wall St. Rank hold CCI as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Crown Castle position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 98 Crown Castle shares in Q4 2016, an estimated $9K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Crown Castle in Q4 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s Crown Castle position peaked at $13K in Q2 2016.
  • 658 funds tracked by Wall St. Rank held Crown Castle as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.