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Kanaly Trust’s Crown Castle CCI Stock Holding History

Kanaly Trust’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 		$1.56M Buy
18,011
+7,274
+68% +$637K 0.33% 42
2016
Q3 		$1.01M Buy
10,737
+3,642
+51% +$350K 0.21% 61
2016
Q2 		$720K Buy
7,095
+7,028
+10,490% +$638K 0.15% 76
2016
Q1 		$6K Buy
67
+22
+49% +$1.86K ﹤0.01% 619
2015
Q4 		$4K Sell
45
-10
-18% -$849 ﹤0.01% 690
2015
Q3 		$4K Hold
55
– – ﹤0.01% 668
2015
Q2 		$4K Buy
55
+15
+38% +$1.25K ﹤0.01% 665
2015
Q1 		$3K Buy
+40
New +$3.41K ﹤0.01% 551
2014
Q4 		– Sell
-30
Closed -$2K – 730
2014
Q3 		$2K Hold
30
– – ﹤0.01% 694
2014
Q2 		$2K Hold
30
– – ﹤0.01% 635
2014
Q1 		$2K Buy
+30
New +$2.2K ﹤0.01% 626

Other funds holding CCI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Kanaly Trust's CCI Position: Q4 2016 in Review

Kanaly Trust increased its Crown Castle (CCI) stake by 68% in Q4 2016, buying an estimated $637K and bringing the position to 18,011 shares worth $1.56M. The position accounts for 0.33% of the portfolio, ranked #42.

Kanaly Trust first reported a position in CCI in Q1 2014 and has held it in 11 quarters since. 657 funds tracked by Wall St. Rank hold CCI as of Q4 2016.

  • Kanaly Trust held 18,011 shares of Crown Castle worth $1.56M as of Q4 2016.
  • Kanaly Trust bought 7,274 Crown Castle shares in Q4 2016, an estimated $637K.
  • Crown Castle made up 0.33% of Kanaly Trust's portfolio in Q4 2016, its #42 holding.
  • Kanaly Trust first reported a position in Crown Castle in Q1 2014 and has held it in 11 quarters since.
  • 657 funds tracked by Wall St. Rank held Crown Castle as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.