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	–	–	0.91%	45
2018 Q2	$5.07M	Buy	47,000 +7,000	+18%	+$727K	1%	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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors

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

Capital Research Global Investors

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

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group

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