SEC 13F Intelligence

Willingdon Wealth Management / 8CW

Willingdon Wealth Management’s Crown Castle Inc Position

Does Willingdon Wealth Management own Crown Castle Inc (8CW)? Yes — 43.4K shares worth $6M (+1.58% of its 13F portfolio) as of Q1 2020, down from 63.0K shares the prior filed quarter.

Position Value
$6M
Q1 2020
Shares
43.4K
% of Portfolio
+1.58%
Quarters Held
6
currently held

Position History 8CW

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $6MQ1 ’19Q2 ’19: $6MQ2 ’19Q3 ’19: $9MQ3 ’19Q4 ’19: $9MQ4 ’19Q1 ’20: $6MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202043.4K$6M+1.58%
Q4 201963.0K$9M+1.84%
Q3 201961.4K$9M+1.87%
Q2 201948.2K$6M+1.46%
Q1 201946.2K$6M+1.45%
Q4 201862.4K$7M+1.95%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Willingdon Wealth Management’s full portfolio or all institutional holders of 8CW.