AWM
CCI icon

Aevitas Wealth Management’s Crown Castle CCI Stock Holding History

Aevitas Wealth Management’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
Q2 		– Sell
-500
Closed -$64K – 137
2019
Q1 		$64K Hold
500
– – 0.06% 169
2018
Q4 		$54K Hold
500
– – 0.06% 175
2018
Q3 		$56K Hold
500
– – 0.05% 187
2018
Q2 		$54K Hold
500
– – 0.05% 187
2018
Q1 		$55K Hold
500
– – 0.05% 178
2017
Q4 		$56K Buy
+500
New +$54K 0.05% 180

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
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
Capital International Investors
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aevitas Wealth Management's CCI Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Crown Castle (CCI) in Q2 2019, closing a stake of 500 shares — an estimated $64K sold.

Aevitas Wealth Management first reported a position in CCI in Q4 2017 and held it in 6 quarters. The position peaked at $64K in Q1 2019. 949 funds tracked by Wall St. Rank hold CCI as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Crown Castle position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 500 Crown Castle shares in Q2 2019, an estimated $64K.
  • Aevitas Wealth Management first reported a position in Crown Castle in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's Crown Castle position peaked at $64K in Q1 2019.
  • 949 funds tracked by Wall St. Rank held Crown Castle as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.