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Engrave Wealth Partners’s Crown Castle CCI Stock Holding History

Engrave Wealth Partners’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
Q3 		– Sell
-960
Closed -$160K – 114
2020
Q2 		$160K Buy
960
+34
+4% +$5.48K 0.14% 57
2020
Q1 		$133K Hold
926
– – 0.16% 50
2019
Q4 		$131K Buy
+926
New +$126K 0.13% 63

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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

Engrave Wealth Partners's CCI Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Crown Castle (CCI) in Q3 2020, closing a stake of 960 shares — an estimated $160K sold.

Engrave Wealth Partners first reported a position in CCI in Q4 2019 and held it in 3 quarters. The position peaked at $160K in Q2 2020. 1,131 funds tracked by Wall St. Rank hold CCI as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Crown Castle position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 960 Crown Castle shares in Q3 2020, an estimated $160K.
  • Engrave Wealth Partners first reported a position in Crown Castle in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Crown Castle position peaked at $160K in Q2 2020.
  • 1,131 funds tracked by Wall St. Rank held Crown Castle as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.