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RPg Family Wealth Advisory’s Crown Castle CCI Stock Holding History

RPg Family Wealth Advisory’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
Q1 		– Sell
-237
Closed -$20.6K – 282
2016
Q4 		$20.6K Sell
237
-13
-5% -$1.14K 0.02% 187
2016
Q3 		$23.6K Hold
250
– – 0.02% 161
2016
Q2 		$25.4K Sell
250
-71
-22% -$6.44K 0.01% 175
2016
Q1 		$27.8K Buy
+321
New +$27.2K 0.02% 162

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

RPg Family Wealth Advisory's CCI Position: Q1 2017 in Review

RPg Family Wealth Advisory sold out of Crown Castle (CCI) in Q1 2017, closing a stake of 237 shares — an estimated $20.6K sold.

RPg Family Wealth Advisory first reported a position in CCI in Q1 2016 and held it in 4 quarters. The position peaked at $27.8K in Q1 2016. 675 funds tracked by Wall St. Rank hold CCI as of Q1 2017.

  • RPg Family Wealth Advisory reported no remaining Crown Castle position as of Q1 2017 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 237 Crown Castle shares in Q1 2017, an estimated $20.6K.
  • RPg Family Wealth Advisory first reported a position in Crown Castle in Q1 2016 and held it in 4 quarters.
  • RPg Family Wealth Advisory's Crown Castle position peaked at $27.8K in Q1 2016.
  • 675 funds tracked by Wall St. Rank held Crown Castle as of Q1 2017.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2017, filed 12 May 2017.