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Coe Capital Management’s Crown Castle CCI Stock Holding History

Coe Capital 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
2021
Q2 		$2.04M Sell
10,455
-185
-2% -$34.6K 1.92% 18
2021
Q1 		$1.83M Buy
10,640
+252
+2% +$40.4K 1.84% 20
2020
Q4 		$1.65M Buy
10,388
+44
+0.4% +$7.14K 1.81% 22
2020
Q3 		$1.72M Buy
10,344
+824
+9% +$136K 2.31% 19
2020
Q2 		$1.59M Buy
9,520
+703
+8% +$113K 2.37% 16
2020
Q1 		$1.27M Buy
+8,817
New +$1.31M 2.13% 19

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Coe Capital Management's CCI Position: Q2 2021 in Review

Coe Capital Management reduced its Crown Castle (CCI) stake by 1.7% in Q2 2021, selling an estimated $34.6K and leaving 10,455 shares worth $2.04M. The position accounts for 1.92% of the portfolio, ranked #18.

Coe Capital Management first reported a position in CCI in Q1 2020 and has held it in 6 quarters since. 1,261 funds tracked by Wall St. Rank hold CCI as of Q2 2021.

  • Coe Capital Management held 10,455 shares of Crown Castle worth $2.04M as of Q2 2021.
  • Coe Capital Management sold 185 Crown Castle shares in Q2 2021, an estimated $34.6K.
  • Crown Castle made up 1.92% of Coe Capital Management's portfolio in Q2 2021, its #18 holding.
  • Coe Capital Management first reported a position in Crown Castle in Q1 2020 and has held it in 6 quarters since.
  • 1,261 funds tracked by Wall St. Rank held Crown Castle as of Q2 2021.

Based on Coe Capital Management's 13F filing for Q2 2021, filed 22 Jul 2021.