PWM
CCI icon

Patriot Wealth Management’s Crown Castle CCI Stock Holding History

Patriot 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
Q2 		– Sell
-70,466
Closed -$6.66M – 77
2017
Q1 		$6.66M Buy
70,466
+1,867
+3% +$167K 1.06% 35
2016
Q4 		$5.95M Sell
68,599
-150
-0.2% -$13.1K 1.13% 34
2016
Q3 		$6.48M Sell
68,749
-2,083
-3% -$200K 1.25% 29
2016
Q2 		$7.18M Buy
70,832
+1,392
+2% +$126K 1.42% 25
2016
Q1 		$6.01M Buy
69,440
+975
+1% +$82.7K 1.21% 31
2015
Q4 		$5.92M Buy
68,465
+147
+0.2% +$12.5K 1.23% 31
2015
Q3 		$5.39M Buy
68,318
+1,937
+3% +$157K 1.25% 31
2015
Q2 		$5.33M Buy
66,381
+689
+1% +$57.5K 1.19% 31
2015
Q1 		$5.42M Buy
65,692
+2,506
+4% +$213K 1.21% 29
2014
Q4 		$4.97M Buy
63,186
+1,093
+2% +$87.6K 1.16% 34
2014
Q3 		$5M Buy
62,093
+1,635
+3% +$126K 1.23% 28
2014
Q2 		$4.49M Buy
60,458
+252
+0.4% +$18.9K 1.14% 34
2014
Q1 		$4.44M Sell
60,206
-24,298
-29% -$1.78M 1.19% 34
2013
Q4 		$6.21M Sell
84,504
-705
-0.8% -$52.2K 1.71% 18
2013
Q3 		$6.22M Sell
85,209
-2,978
-3% -$213K 1.84% 15
2013
Q2 		$6.38M Buy
+88,187
New +$6.47M 2.02% 13

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return