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Kaizen Advisory’s Crown Castle CCI Stock Holding History

Kaizen Advisory’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
Q4 		$122K Buy
1,125
+184
+20% +$20.2K 0.08% 198
2018
Q3 		$105K Hold
941
– – 0.05% 223
2018
Q2 		$101K Buy
941
+553
+143% +$57.4K 0.05% 227
2018
Q1 		$43K Hold
388
– – 0.04% 216
2017
Q4 		$43K Buy
+388
New +$41.9K 0.03% 211

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $427B AUM 29.17% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kaizen Advisory's CCI Position: Q4 2018 in Review

Kaizen Advisory increased its Crown Castle (CCI) stake by 20% in Q4 2018, buying an estimated $20.2K and bringing the position to 1,125 shares worth $122K. The position accounts for 0.08% of the portfolio, ranked #198.

Kaizen Advisory first reported a position in CCI in Q4 2017 and has held it in 5 quarters since. 877 funds tracked by Wall St. Rank hold CCI as of Q4 2018.

  • Kaizen Advisory held 1,125 shares of Crown Castle worth $122K as of Q4 2018.
  • Kaizen Advisory bought 184 Crown Castle shares in Q4 2018, an estimated $20.2K.
  • Crown Castle made up 0.08% of Kaizen Advisory's portfolio in Q4 2018, its #198 holding.
  • Kaizen Advisory first reported a position in Crown Castle in Q4 2017 and has held it in 5 quarters since.
  • 877 funds tracked by Wall St. Rank held Crown Castle as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.