WealthOne’s Crown Castle CCI Stock Holding History

WealthOne’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 Q1	–	Sell	-130	Closed	-$14K	–	134
2018 Q4	$14K	Buy	+130	New	+$14.3K	0.01%	325

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

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

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WealthOne's CCI Position: Q1 2019 in Review

WealthOne sold out of Crown Castle (CCI) in Q1 2019, closing a stake of 130 shares — an estimated $14K sold.

WealthOne first reported a position in CCI in Q4 2018 and held it in 1 quarter. The position peaked at $14K in Q4 2018. 937 funds tracked by Wall St. Rank hold CCI as of Q1 2019.

WealthOne reported no remaining Crown Castle position as of Q1 2019 after selling out during the quarter.
WealthOne sold 130 Crown Castle shares in Q1 2019, an estimated $14K.
WealthOne first reported a position in Crown Castle in Q4 2018 and held it in 1 quarter.
WealthOne's Crown Castle position peaked at $14K in Q4 2018.
937 funds tracked by Wall St. Rank held Crown Castle as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.