LWI
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Long Wharf Investors’s Crown Castle CCI Stock Holding History

Long Wharf Investors’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
2014
Q2 		$477K Buy
6,426
+660
+11% +$49.5K 0.37% 103
2014
Q1 		$425K Buy
5,766
+558
+11% +$40.9K 0.36% 111
2013
Q4 		$382K Buy
5,208
+100
+2% +$7.4K 0.35% 95
2013
Q3 		$360K Buy
+5,108
New +$365K 0.34% 97

Other funds holding CCI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Long Wharf Investors's CCI Position: Q2 2014 in Review

Long Wharf Investors increased its Crown Castle (CCI) stake by 11% in Q2 2014, buying an estimated $49.5K and bringing the position to 6,426 shares worth $477K. The position accounts for 0.37% of the portfolio, ranked #103.

Long Wharf Investors first reported a position in CCI in Q3 2013 and has held it in 4 quarters since. 441 funds tracked by Wall St. Rank hold CCI as of Q2 2014.

  • Long Wharf Investors held 6,426 shares of Crown Castle worth $477K as of Q2 2014.
  • Long Wharf Investors bought 660 Crown Castle shares in Q2 2014, an estimated $49.5K.
  • Crown Castle made up 0.37% of Long Wharf Investors's portfolio in Q2 2014, its #103 holding.
  • Long Wharf Investors first reported a position in Crown Castle in Q3 2013 and has held it in 4 quarters since.
  • 441 funds tracked by Wall St. Rank held Crown Castle as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.