Nicola Wealth Management’s Crown Castle CCI Stock Holding History

Nicola 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 Q1	–	Sell	-46,000	Closed	-$6.54M	–	112
2019 Q4	$6.54M	Hold	46,000	–	–	0.98%	41
2019 Q3	$6.39M	Buy	46,000 +14,000	+44%	+$1.94M	1%	43
2019 Q2	$4.17M	Sell	32,000 -8,000	-20%	-$1.03M	0.69%	62
2019 Q1	$5.12M	Hold	40,000	–	–	0.77%	56
2018 Q4	$4.34M	Sell	40,000 -7,000	-15%	-$769K	0.72%	59
2018 Q3	$5.23M	Hold	47,000	–	–	0.9%	45
2018 Q2	$5.07M	Buy	47,000 +7,000	+18%	+$727K	0.98%	39
2018 Q1	$4.38M	Buy	+40,000	New	+$4.34M	0.88%	48

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Nicola Wealth Management's CCI Position: Q1 2020 in Review

Nicola Wealth Management sold out of Crown Castle (CCI) in Q1 2020, closing a stake of 46,000 shares — an estimated $6.54M sold.

Nicola Wealth Management first reported a position in CCI in Q1 2018 and held it in 8 quarters. The position peaked at $6.54M in Q4 2019. 1,056 funds tracked by Wall St. Rank hold CCI as of Q1 2020.

Nicola Wealth Management reported no remaining Crown Castle position as of Q1 2020 after selling out during the quarter.
Nicola Wealth Management sold 46,000 Crown Castle shares in Q1 2020, an estimated $6.54M.
Nicola Wealth Management first reported a position in Crown Castle in Q1 2018 and held it in 8 quarters.
Nicola Wealth Management's Crown Castle position peaked at $6.54M in Q4 2019.
1,056 funds tracked by Wall St. Rank held Crown Castle as of Q1 2020.

Based on Nicola Wealth Management's 13F filing for Q1 2020, filed 11 May 2020.