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Acorn Wealth Advisors’s Crown Castle CCI Stock Holding History

Acorn Wealth 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
2018
Q3 		– Sell
-191
Closed -$21K – 159
2018
Q2 		$21K Hold
191
– – 0.02% 381
2018
Q1 		$19K Hold
191
– – 0.02% 392
2017
Q4 		$21K Buy
+191
New +$20.6K 0.02% 365

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Acorn Wealth Advisors's CCI Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Crown Castle (CCI) in Q3 2018, closing a stake of 191 shares — an estimated $21K sold.

Acorn Wealth Advisors first reported a position in CCI in Q4 2017 and held it in 3 quarters. The position peaked at $21K in Q2 2018. 842 funds tracked by Wall St. Rank hold CCI as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Crown Castle position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 191 Crown Castle shares in Q3 2018, an estimated $21K.
  • Acorn Wealth Advisors first reported a position in Crown Castle in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Crown Castle position peaked at $21K in Q2 2018.
  • 842 funds tracked by Wall St. Rank held Crown Castle as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.