SevenBridge Financial Group’s Crown Castle CCI Stock Holding History

SevenBridge Financial Group’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
2019 Q3	–	Sell	-27	Closed	-$4K	–	208
2019 Q2	$4K	Hold	27	–	–	﹤0.01%	534
2019 Q1	$3K	Hold	27	–	–	﹤0.01%	525
2018 Q4	$3K	Hold	27	–	–	﹤0.01%	483
2018 Q3	$3K	Hold	27	–	–	﹤0.01%	521
2018 Q2	$3K	Sell	27 -166	-86%	-$17.2K	﹤0.01%	529
2018 Q1	$21K	Sell	193 -426	-69%	-$46.2K	0.01%	343
2017 Q4	$69K	Hold	619	–	–	0.04%	220
2017 Q3	$62K	Hold	619	–	–	0.04%	226
2017 Q2	$62K	Buy	619 +126	+26%	+$12.4K	0.04%	235
2017 Q1	$47K	Hold	493	–	–	0.03%	257
2016 Q4	$45K	Hold	493	–	–	0.03%	267
2016 Q3	$45K	Buy	493 +375	+318%	+$36.1K	0.03%	265
2016 Q2	$12K	Buy	+118	New	+$10.7K	0.01%	486

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

SevenBridge Financial Group's CCI Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Crown Castle (CCI) in Q3 2019, closing a stake of 27 shares — an estimated $4K sold.

SevenBridge Financial Group first reported a position in CCI in Q2 2016 and held it in 13 quarters. The position peaked at $69K in Q4 2017. 977 funds tracked by Wall St. Rank hold CCI as of Q3 2019.

SevenBridge Financial Group reported no remaining Crown Castle position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 27 Crown Castle shares in Q3 2019, an estimated $4K.
SevenBridge Financial Group first reported a position in Crown Castle in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's Crown Castle position peaked at $69K in Q4 2017.
977 funds tracked by Wall St. Rank held Crown Castle as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.