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Union Point Advisors’s Crown Castle CCI Stock Holding History

Union Point Advisors’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
2015
Q2 		– Sell
-172,962
Closed -$14.3M – 5
2015
Q1 		$14.3M Buy
172,962
+16,771
+11% +$1.43M 7.37% 3
2014
Q4 		$12.3M Buy
+156,191
New +$12.5M 5.17% 9

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Union Point Advisors's CCI Position: Q2 2015 in Review

Union Point Advisors sold out of Crown Castle (CCI) in Q2 2015, closing a stake of 172,962 shares — an estimated $14.3M sold.

Union Point Advisors first reported a position in CCI in Q4 2014 and held it in 2 quarters. The position peaked at $14.3M in Q1 2015. 479 funds tracked by Wall St. Rank hold CCI as of Q2 2015.

  • Union Point Advisors reported no remaining Crown Castle position as of Q2 2015 after selling out during the quarter.
  • Union Point Advisors sold 172,962 Crown Castle shares in Q2 2015, an estimated $14.3M.
  • Union Point Advisors first reported a position in Crown Castle in Q4 2014 and held it in 2 quarters.
  • Union Point Advisors's Crown Castle position peaked at $14.3M in Q1 2015.
  • 479 funds tracked by Wall St. Rank held Crown Castle as of Q2 2015.

Based on Union Point Advisors's 13F filing for Q2 2015.