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WFG Advisors’s Crown Castle CCI Stock Holding History

WFG 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
2017
Q2 		$12K Buy
119
+89
+297% +$8.74K ﹤0.01% 1080
2017
Q1 		$3K Sell
30
-3,271
-99% -$293K ﹤0.01% 1274
2016
Q4 		$286K Buy
3,301
+389
+13% +$34.1K 0.07% 290
2016
Q3 		$274K Sell
2,912
-24
-0.8% -$2.31K 0.07% 286
2016
Q2 		$298K Buy
2,936
+501
+21% +$45.5K 0.08% 246
2016
Q1 		$211K Buy
2,435
+525
+27% +$44.5K 0.06% 289
2015
Q4 		$165K Buy
1,910
+1,640
+607% +$139K 0.05% 339
2015
Q3 		$21K Buy
+270
New +$21.9K 0.01% 866
2014
Q4 		– Sell
-532
Closed -$43K – 2088
2014
Q3 		$43K Buy
532
+2
+0.4% +$155 0.01% 982
2014
Q2 		$39K Buy
530
+3
+0.6% +$225 0.01% 1006
2014
Q1 		$39K Buy
527
+2
+0.4% +$147 0.01% 1006
2013
Q4 		$39K Buy
525
+25
+5% +$1.85K 0.01% 1091
2013
Q3 		$37K Hold
500
– – 0.01% 1034
2013
Q2 		$36K Buy
+500
New +$36.7K 0.01% 1004

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return