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Goelzer Investment Management’s Crown Castle CCI Stock Holding History

Goelzer Investment 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
2020
Q4 		– Sell
-1,488
Closed -$248K – 203
2020
Q3 		$248K Buy
1,488
+88
+6% +$14.5K 0.02% 232
2020
Q2 		$234K Hold
1,400
– – 0.02% 227
2020
Q1 		$202K Buy
+1,400
New +$209K 0.02% 231
2017
Q1 		– Sell
-37,108
Closed -$3.22M – 197
2016
Q4 		$3.22M Sell
37,108
-9,247
-20% -$810K 0.42% 98
2016
Q3 		$4.37M Buy
46,355
+403
+0.9% +$38.8K 0.59% 61
2016
Q2 		$4.66M Sell
45,952
-4,010
-8% -$364K 0.64% 54
2016
Q1 		$4.32M Buy
49,962
+385
+0.8% +$32.6K 0.62% 64
2015
Q4 		$4.29M Buy
49,577
+279
+0.6% +$23.7K 0.63% 61
2015
Q3 		$3.89M Sell
49,298
-598
-1% -$48.6K 0.62% 61
2015
Q2 		$4.01M Sell
49,896
-791
-2% -$66K 0.61% 67
2015
Q1 		$4.18M Buy
50,687
+1,598
+3% +$136K 0.63% 67
2014
Q4 		$3.86M Buy
49,089
+2,494
+5% +$200K 0.58% 75
2014
Q3 		$3.75M Sell
46,595
-907
-2% -$70.1K 0.62% 69
2014
Q2 		$3.53M Buy
47,502
+4,152
+10% +$311K 0.59% 81
2014
Q1 		$3.2M Buy
+43,350
New +$3.18M 0.57% 82

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 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goelzer Investment Management's CCI Position: Q4 2020 in Review

Goelzer Investment Management sold out of Crown Castle (CCI) in Q4 2020, closing a stake of 1,488 shares — an estimated $248K sold.

Goelzer Investment Management first reported a position in CCI in Q1 2014 and held it in 15 quarters. The position peaked at $4.66M in Q2 2016. 1,194 funds tracked by Wall St. Rank hold CCI as of Q4 2020.

  • Goelzer Investment Management reported no remaining Crown Castle position as of Q4 2020 after selling out during the quarter.
  • Goelzer Investment Management sold 1,488 Crown Castle shares in Q4 2020, an estimated $248K.
  • Goelzer Investment Management first reported a position in Crown Castle in Q1 2014 and held it in 15 quarters.
  • Goelzer Investment Management's Crown Castle position peaked at $4.66M in Q2 2016.
  • 1,194 funds tracked by Wall St. Rank held Crown Castle as of Q4 2020.

Based on Goelzer Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.