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Rockefeller Financial Services’s Crown Castle CCI Stock Holding History

Rockefeller Financial Services’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
2016
Q1 		– Sell
-31,905
Closed -$2.76M – 618
2015
Q4 		$2.76M Buy
+31,905
New +$2.71M 0.05% 140

Other funds holding CCI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Rockefeller Financial Services's CCI Position: Q1 2016 in Review

Rockefeller Financial Services sold out of Crown Castle (CCI) in Q1 2016, closing a stake of 31,905 shares — an estimated $2.76M sold.

Rockefeller Financial Services first reported a position in CCI in Q4 2015 and held it in 1 quarter. The position peaked at $2.76M in Q4 2015. 574 funds tracked by Wall St. Rank hold CCI as of Q1 2016.

  • Rockefeller Financial Services reported no remaining Crown Castle position as of Q1 2016 after selling out during the quarter.
  • Rockefeller Financial Services sold 31,905 Crown Castle shares in Q1 2016, an estimated $2.76M.
  • Rockefeller Financial Services first reported a position in Crown Castle in Q4 2015 and held it in 1 quarter.
  • Rockefeller Financial Services's Crown Castle position peaked at $2.76M in Q4 2015.
  • 574 funds tracked by Wall St. Rank held Crown Castle as of Q1 2016.

Based on Rockefeller Financial Services's 13F filing for Q1 2016, filed 28 Apr 2016.