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WMS Partners’s Crown Castle CCI Stock Holding History

WMS Partners’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
2018
Q1 		– Sell
-3,250
Closed -$361K – 225
2017
Q4 		$361K Hold
3,250
– – 0.04% 161
2017
Q3 		$325K Buy
3,250
+350
+12% +$35.8K 0.04% 165
2017
Q2 		$291K Hold
2,900
– – 0.04% 169
2017
Q1 		$274K Hold
2,900
– – 0.03% 162
2016
Q4 		$252K Sell
2,900
-26
-0.9% -$2.28K 0.03% 164
2016
Q3 		$276K Buy
2,926
+26
+0.9% +$2.5K 0.04% 158
2016
Q2 		$294K Hold
2,900
– – 0.04% 162
2016
Q1 		$251K Sell
2,900
-85
-3% -$7.21K 0.03% 175
2015
Q4 		$258K Buy
2,985
+85
+3% +$7.21K 0.04% 176
2015
Q3 		$229K Sell
2,900
-95
-3% -$7.72K 0.04% 182
2015
Q2 		$240K Hold
2,995
– – 0.03% 240
2015
Q1 		$247K Hold
2,995
– – 0.03% 226
2014
Q4 		$236K Buy
2,995
+95
+3% +$7.61K 0.04% 190
2014
Q3 		$234K Hold
2,900
– – 0.04% 216
2014
Q2 		$215K Hold
2,900
– – 0.03% 228
2014
Q1 		$214K Hold
2,900
– – 0.03% 228
2013
Q4 		$213K Buy
+2,900
New +$215K 0.04% 216

Other funds holding CCI

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
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
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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return