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Independence Advisors’s Crown Castle CCI Stock Holding History

Independence Advisors’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 		$219K Hold
1,316
– – 0.05% 95
2020
Q2 		$220K Buy
+1,316
New +$212K 0.05% 87

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

Independence Advisors's CCI Position: Q3 2020 in Review

Independence Advisors held its Crown Castle (CCI) position steady in Q3 2020 at 1,316 shares worth $219K. The position accounts for 0.05% of the portfolio, ranked #95.

Independence Advisors first reported a position in CCI in Q2 2020 and has held it in 2 quarters since. The position peaked at $220K in Q2 2020. 1,131 funds tracked by Wall St. Rank hold CCI as of Q3 2020.

  • Independence Advisors held 1,316 shares of Crown Castle worth $219K as of Q3 2020.
  • Independence Advisors left its Crown Castle share count unchanged in Q3 2020.
  • Crown Castle made up 0.05% of Independence Advisors's portfolio in Q3 2020, its #95 holding.
  • Independence Advisors first reported a position in Crown Castle in Q2 2020 and has held it in 2 quarters since.
  • Independence Advisors's Crown Castle position peaked at $220K in Q2 2020.
  • 1,131 funds tracked by Wall St. Rank held Crown Castle as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.