Lenox Wealth Management’s Crown Castle CCI Stock Holding History

Lenox 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
2020 Q2	$1K	Hold	9	–	–	﹤0.01%	684
2020 Q1	$1K	Hold	9	–	–	﹤0.01%	651
2019 Q4	$1K	Hold	9	–	–	﹤0.01%	670
2019 Q3	$1K	Hold	9	–	–	﹤0.01%	663
2019 Q2	$1K	Sell	9 -200	-96%	-$25.7K	﹤0.01%	639
2019 Q1	$27K	Buy	209 +200	+2,222%	+$23.5K	0.01%	304
2018 Q4	$1K	Sell	9 -389	-98%	-$42.7K	﹤0.01%	604
2018 Q3	$9K	Buy	398 +377	+1,795%	+$42K	﹤0.01%	427
2018 Q2	$2K	Buy	+21	New	+$2.18K	﹤0.01%	498

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lenox Wealth Management's CCI Position: Q2 2020 in Review

Lenox Wealth Management held its Crown Castle (CCI) position steady in Q2 2020 at 9 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Lenox Wealth Management first reported a position in CCI in Q2 2018 and has held it in 9 quarters since. The position peaked at $27K in Q1 2019. 1,130 funds tracked by Wall St. Rank hold CCI as of Q2 2020.

Lenox Wealth Management held 9 shares of Crown Castle worth $1K as of Q2 2020.
Lenox Wealth Management left its Crown Castle share count unchanged in Q2 2020.
Crown Castle made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #684 holding.
Lenox Wealth Management first reported a position in Crown Castle in Q2 2018 and has held it in 9 quarters since.
Lenox Wealth Management's Crown Castle position peaked at $27K in Q1 2019.
1,130 funds tracked by Wall St. Rank held Crown Castle as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.