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Institutional & Family Asset Management’s Crown Castle CCI Stock Holding History

Institutional & Family Asset 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
2021
Q1 		– Sell
-354
Closed -$56K – 940
2020
Q4 		$56K Buy
354
+8
+2% +$1.3K 0.01% 308
2020
Q3 		$58K Sell
346
-30
-8% -$4.95K 0.01% 267
2020
Q2 		$63K Sell
376
-159
-30% -$25.6K 0.01% 283
2020
Q1 		$77K Sell
535
-22
-4% -$3.28K 0.02% 235
2019
Q4 		$79K Sell
557
-96
-15% -$13.1K 0.02% 276
2019
Q3 		$91K Sell
653
-21
-3% -$2.9K 0.02% 230
2019
Q2 		$88K Buy
674
+121
+22% +$15.6K 0.02% 245
2019
Q1 		$71K Sell
553
-275
-33% -$32.3K 0.01% 281
2018
Q4 		$90K Sell
828
-570
-41% -$62.6K 0.02% 235
2018
Q3 		$156K Sell
1,398
-1,166
-45% -$130K 0.03% 213
2018
Q2 		$276K Sell
2,564
-421
-14% -$43.7K 0.06% 159
2018
Q1 		$327K Sell
2,985
-455
-13% -$49.4K 0.07% 136
2017
Q4 		$382K Buy
3,440
+264
+8% +$28.5K 0.07% 125
2017
Q3 		$318K Buy
+3,176
New +$325K 0.06% 142

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Institutional & Family Asset Management's CCI Position: Q1 2021 in Review

Institutional & Family Asset Management sold out of Crown Castle (CCI) in Q1 2021, closing a stake of 354 shares — an estimated $56K sold.

Institutional & Family Asset Management first reported a position in CCI in Q3 2017 and held it in 14 quarters. The position peaked at $382K in Q4 2017. 1,230 funds tracked by Wall St. Rank hold CCI as of Q1 2021.

  • Institutional & Family Asset Management reported no remaining Crown Castle position as of Q1 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 354 Crown Castle shares in Q1 2021, an estimated $56K.
  • Institutional & Family Asset Management first reported a position in Crown Castle in Q3 2017 and held it in 14 quarters.
  • Institutional & Family Asset Management's Crown Castle position peaked at $382K in Q4 2017.
  • 1,230 funds tracked by Wall St. Rank held Crown Castle as of Q1 2021.

Based on Institutional & Family Asset Management's 13F filing for Q1 2021, filed 6 May 2021.