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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 $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Patriot Wealth Management's CCI Position: Q2 2017 in Review

Patriot Wealth Management sold out of Crown Castle (CCI) in Q2 2017, closing a stake of 70,466 shares — an estimated $6.66M sold.

Patriot Wealth Management first reported a position in CCI in Q2 2013 and held it in 16 quarters. The position peaked at $7.18M in Q2 2016. 698 funds tracked by Wall St. Rank hold CCI as of Q2 2017.

  • Patriot Wealth Management reported no remaining Crown Castle position as of Q2 2017 after selling out during the quarter.
  • Patriot Wealth Management sold 70,466 Crown Castle shares in Q2 2017, an estimated $6.66M.
  • Patriot Wealth Management first reported a position in Crown Castle in Q2 2013 and held it in 16 quarters.
  • Patriot Wealth Management's Crown Castle position peaked at $7.18M in Q2 2016.
  • 698 funds tracked by Wall St. Rank held Crown Castle as of Q2 2017.

Based on Patriot Wealth Management's 13F filing for Q2 2017, filed 20 Jul 2017.