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

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

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

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

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

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

MAM

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

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

Taylor Hoffman Wealth Management's CCI Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Crown Castle (CCI) in Q3 2020, closing a stake of 212 shares — an estimated $35K sold.

Taylor Hoffman Wealth Management first reported a position in CCI in Q4 2017 and held it in 10 quarters. The position peaked at $35K in Q2 2020. 1,131 funds tracked by Wall St. Rank hold CCI as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Crown Castle position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 212 Crown Castle shares in Q3 2020, an estimated $35K.
Taylor Hoffman Wealth Management first reported a position in Crown Castle in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's Crown Castle position peaked at $35K in Q2 2020.
1,131 funds tracked by Wall St. Rank held Crown Castle as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.