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CA Family Wealth’s Crown Castle CCI Stock Holding History

CA Family Wealth’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
2020
Q1 		$218K Sell
1,508
-959
-39% -$143K 0.23% 31
2019
Q4 		$351K Buy
+2,467
New +$337K 0.24% 44

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

CA Family Wealth's CCI Position: Q1 2020 in Review

CA Family Wealth reduced its Crown Castle (CCI) stake by 39% in Q1 2020, selling an estimated $143K and leaving 1,508 shares worth $218K. The position accounts for 0.23% of the portfolio, ranked #31.

CA Family Wealth first reported a position in CCI in Q4 2019 and has held it in 2 quarters since. The position peaked at $351K in Q4 2019. 1,056 funds tracked by Wall St. Rank hold CCI as of Q1 2020.

  • CA Family Wealth held 1,508 shares of Crown Castle worth $218K as of Q1 2020.
  • CA Family Wealth sold 959 Crown Castle shares in Q1 2020, an estimated $143K.
  • Crown Castle made up 0.23% of CA Family Wealth's portfolio in Q1 2020, its #31 holding.
  • CA Family Wealth first reported a position in Crown Castle in Q4 2019 and has held it in 2 quarters since.
  • CA Family Wealth's Crown Castle position peaked at $351K in Q4 2019.
  • 1,056 funds tracked by Wall St. Rank held Crown Castle as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.