AWM
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Alterna Wealth Management’s Crown Castle CCI Stock Holding History

Alterna 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
Q1 		– Sell
-3,107
Closed -$311K – 144
2018
Q4 		$311K Buy
+3,107
New +$341K 0.05% 247

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 $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Alterna Wealth Management's CCI Position: Q1 2019 in Review

Alterna Wealth Management sold out of Crown Castle (CCI) in Q1 2019, closing a stake of 3,107 shares — an estimated $311K sold.

Alterna Wealth Management first reported a position in CCI in Q4 2018 and held it in 1 quarter. The position peaked at $311K in Q4 2018. 937 funds tracked by Wall St. Rank hold CCI as of Q1 2019.

  • Alterna Wealth Management reported no remaining Crown Castle position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 3,107 Crown Castle shares in Q1 2019, an estimated $311K.
  • Alterna Wealth Management first reported a position in Crown Castle in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Crown Castle position peaked at $311K in Q4 2018.
  • 937 funds tracked by Wall St. Rank held Crown Castle as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.