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Lake Point Wealth Management’s Crown Castle CCI Stock Holding History

Lake Point 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
2019
Q2 		$4K Hold
31
– – ﹤0.01% 448
2019
Q1 		$4K Sell
31
-6,112
-99% -$717K ﹤0.01% 448
2018
Q4 		$667K Buy
+6,143
New +$675K 0.25% 72

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lake Point Wealth Management's CCI Position: Q2 2019 in Review

Lake Point Wealth Management held its Crown Castle (CCI) position steady in Q2 2019 at 31 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Lake Point Wealth Management first reported a position in CCI in Q4 2018 and has held it in 3 quarters since. The position peaked at $667K in Q4 2018. 949 funds tracked by Wall St. Rank hold CCI as of Q2 2019.

  • Lake Point Wealth Management held 31 shares of Crown Castle worth $4K as of Q2 2019.
  • Lake Point Wealth Management left its Crown Castle share count unchanged in Q2 2019.
  • Crown Castle made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #448 holding.
  • Lake Point Wealth Management first reported a position in Crown Castle in Q4 2018 and has held it in 3 quarters since.
  • Lake Point Wealth Management's Crown Castle position peaked at $667K in Q4 2018.
  • 949 funds tracked by Wall St. Rank held Crown Castle as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.