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Epstein & White Financial’s Crown Castle CCI Stock Holding History

Epstein & White Financial’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
-3,379
Closed -$410K – 73
2019
Q2 		$410K Sell
3,379
-1,241
-27% -$160K 0.22% 49
2019
Q1 		$589K Buy
4,620
+1,822
+65% +$214K 0.34% 34
2018
Q4 		$304K Buy
2,798
+109
+4% +$12K 0.19% 50
2018
Q3 		$299K Sell
2,689
-1,747
-39% -$195K 0.2% 55
2018
Q2 		$480K Sell
4,436
-387
-8% -$40.2K 0.36% 46
2018
Q1 		$533K Sell
4,823
-162
-3% -$17.6K 0.34% 48
2017
Q4 		$528K Buy
+4,985
New +$538K 0.31% 53

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

Epstein & White Financial's CCI Position: Q3 2019 in Review

Epstein & White Financial sold out of Crown Castle (CCI) in Q3 2019, closing a stake of 3,379 shares — an estimated $410K sold.

Epstein & White Financial first reported a position in CCI in Q4 2017 and held it in 7 quarters. The position peaked at $589K in Q1 2019. 977 funds tracked by Wall St. Rank hold CCI as of Q3 2019.

  • Epstein & White Financial reported no remaining Crown Castle position as of Q3 2019 after selling out during the quarter.
  • Epstein & White Financial sold 3,379 Crown Castle shares in Q3 2019, an estimated $410K.
  • Epstein & White Financial first reported a position in Crown Castle in Q4 2017 and held it in 7 quarters.
  • Epstein & White Financial's Crown Castle position peaked at $589K in Q1 2019.
  • 977 funds tracked by Wall St. Rank held Crown Castle as of Q3 2019.

Based on Epstein & White Financial's 13F filing for Q3 2019, filed 15 Oct 2019.