LWM
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LBA Wealth Management’s Crown Castle CCI Stock Holding History

LBA 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
2017
Q1 		$19K Sell
200
-300
-60% -$26.8K 0.01% 270
2016
Q4 		$43K Buy
+500
New +$43.8K 0.02% 204
2016
Q3 		– Sell
-200
Closed -$20K – 453
2016
Q2 		$20K Buy
+200
New +$18.2K 0.01% 252

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LBA Wealth Management's CCI Position: Q1 2017 in Review

LBA Wealth Management reduced its Crown Castle (CCI) stake by 60% in Q1 2017, selling an estimated $26.8K and leaving 200 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #270.

LBA Wealth Management first reported a position in CCI in Q2 2016 and has held it in 3 quarters since. The position peaked at $43K in Q4 2016. 675 funds tracked by Wall St. Rank hold CCI as of Q1 2017.

  • LBA Wealth Management held 200 shares of Crown Castle worth $19K as of Q1 2017.
  • LBA Wealth Management sold 300 Crown Castle shares in Q1 2017, an estimated $26.8K.
  • Crown Castle made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #270 holding.
  • LBA Wealth Management first reported a position in Crown Castle in Q2 2016 and has held it in 3 quarters since.
  • LBA Wealth Management's Crown Castle position peaked at $43K in Q4 2016.
  • 675 funds tracked by Wall St. Rank held Crown Castle as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.