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JOYN Advisors’s Crown Castle CCI Stock Holding History

JOYN 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
2019
Q1 		– Sell
-995
Closed -$108K – 320
2018
Q4 		$108K Buy
995
+343
+53% +$37.7K 0.02% 183
2018
Q3 		$73K Buy
652
+280
+75% +$31.2K 0.01% 290
2018
Q2 		$40K Buy
372
+272
+272% +$28.3K 0.01% 461
2018
Q1 		$11K Buy
+100
New +$10.9K ﹤0.01% 760

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JOYN Advisors's CCI Position: Q1 2019 in Review

JOYN Advisors sold out of Crown Castle (CCI) in Q1 2019, closing a stake of 995 shares — an estimated $108K sold.

JOYN Advisors first reported a position in CCI in Q1 2018 and held it in 4 quarters. The position peaked at $108K in Q4 2018. 937 funds tracked by Wall St. Rank hold CCI as of Q1 2019.

  • JOYN Advisors reported no remaining Crown Castle position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 995 Crown Castle shares in Q1 2019, an estimated $108K.
  • JOYN Advisors first reported a position in Crown Castle in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Crown Castle position peaked at $108K in Q4 2018.
  • 937 funds tracked by Wall St. Rank held Crown Castle as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.