PWM
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Paulson Wealth Management’s Crown Castle CCI Stock Holding History

Paulson 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
2018
Q1 		– Sell
-218
Closed -$24K – 177
2017
Q4 		$24K Buy
+218
New +$23.5K 0.02% 264

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Paulson Wealth Management's CCI Position: Q1 2018 in Review

Paulson Wealth Management sold out of Crown Castle (CCI) in Q1 2018, closing a stake of 218 shares — an estimated $24K sold.

Paulson Wealth Management first reported a position in CCI in Q4 2017 and held it in 1 quarter. The position peaked at $24K in Q4 2017. 815 funds tracked by Wall St. Rank hold CCI as of Q1 2018.

  • Paulson Wealth Management reported no remaining Crown Castle position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 218 Crown Castle shares in Q1 2018, an estimated $24K.
  • Paulson Wealth Management first reported a position in Crown Castle in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's Crown Castle position peaked at $24K in Q4 2017.
  • 815 funds tracked by Wall St. Rank held Crown Castle as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.