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Destination Wealth Management’s Crown Castle CCI Stock Holding History

Destination 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
Q3 		– Sell
-48
Closed -$6K – 197
2019
Q2 		$6K Sell
48
-12
-20% -$1.54K ﹤0.01% 467
2019
Q1 		$8K Buy
60
+12
+25% +$1.41K ﹤0.01% 503
2018
Q4 		$5K Sell
48
-9
-16% -$989 ﹤0.01% 446
2018
Q3 		$6K Buy
57
+9
+19% +$1K ﹤0.01% 506
2018
Q2 		$5K Buy
+48
New +$4.99K ﹤0.01% 436

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
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Destination Wealth Management's CCI Position: Q3 2019 in Review

Destination Wealth Management sold out of Crown Castle (CCI) in Q3 2019, closing a stake of 48 shares — an estimated $6K sold.

Destination Wealth Management first reported a position in CCI in Q2 2018 and held it in 5 quarters. The position peaked at $8K in Q1 2019. 977 funds tracked by Wall St. Rank hold CCI as of Q3 2019.

  • Destination Wealth Management reported no remaining Crown Castle position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 48 Crown Castle shares in Q3 2019, an estimated $6K.
  • Destination Wealth Management first reported a position in Crown Castle in Q2 2018 and held it in 5 quarters.
  • Destination Wealth Management's Crown Castle position peaked at $8K in Q1 2019.
  • 977 funds tracked by Wall St. Rank held Crown Castle as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.