THWM
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Taylor Hoffman Wealth Management’s Crown Castle CCI Stock Holding History

Taylor Hoffman 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
2020
Q3 		– Sell
-212
Closed -$35K – 155
2020
Q2 		$35K Buy
+212
New +$34.1K 0.02% 214
2020
Q1 		– Sell
-212
Closed -$30K – 154
2019
Q4 		$30K Hold
212
– – 0.02% 252
2019
Q3 		$29K Hold
212
– – 0.02% 245
2019
Q2 		$28K Hold
212
– – 0.02% 232
2019
Q1 		$27K Hold
212
– – 0.02% 236
2018
Q4 		$23K Buy
212
+190
+864% +$20.9K 0.02% 232
2018
Q3 		$2K Hold
22
– – ﹤0.01% 378
2018
Q2 		$2K Hold
22
– – ﹤0.01% 362
2018
Q1 		$2K Hold
22
– – ﹤0.01% 393
2017
Q4 		$2K Buy
+22
New +$2.37K ﹤0.01% 395

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return