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Altavista Wealth Management’s Crown Castle CCI Stock Holding History

Altavista 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
2014
Q1 		– Sell
-10,573
Closed -$776K – 120
2013
Q4 		$776K Sell
10,573
-593
-5% -$43.9K 0.47% 69
2013
Q3 		$815K Sell
11,166
-291
-3% -$20.8K 0.53% 60
2013
Q2 		$829K Buy
+11,457
New +$841K 0.56% 57

Other funds holding CCI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

Altavista Wealth Management's CCI Position: Q1 2014 in Review

Altavista Wealth Management sold out of Crown Castle (CCI) in Q1 2014, closing a stake of 10,573 shares — an estimated $776K sold.

Altavista Wealth Management first reported a position in CCI in Q2 2013 and held it in 3 quarters. The position peaked at $829K in Q2 2013. 429 funds tracked by Wall St. Rank hold CCI as of Q1 2014.

  • Altavista Wealth Management reported no remaining Crown Castle position as of Q1 2014 after selling out during the quarter.
  • Altavista Wealth Management sold 10,573 Crown Castle shares in Q1 2014, an estimated $776K.
  • Altavista Wealth Management first reported a position in Crown Castle in Q2 2013 and held it in 3 quarters.
  • Altavista Wealth Management's Crown Castle position peaked at $829K in Q2 2013.
  • 429 funds tracked by Wall St. Rank held Crown Castle as of Q1 2014.

Based on Altavista Wealth Management's 13F filing for Q1 2014, filed 6 May 2014.