MYCIO Wealth Partners’s Crown Castle CCI Stock Holding History

MYCIO Wealth Partners’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 Q1	–	Sell	-2,656	Closed	-$378K	–	82
2019 Q4	$378K	Buy	2,656 +343	+15%	+$46.8K	0.02%	230
2019 Q3	$322K	Buy	2,313 +90	+4%	+$12.4K	0.02%	237
2019 Q2	$290K	Buy	2,223 +62	+3%	+$7.97K	0.02%	240
2019 Q1	$277K	Buy	2,161 +21	+1%	+$2.46K	0.02%	229
2018 Q4	$232K	Hold	2,140	–	–	0.02%	245
2018 Q3	$238K	Hold	2,140	–	–	0.02%	249
2018 Q2	$231K	Sell	2,140 -311	-13%	-$32.3K	0.02%	247
2018 Q1	$269K	Hold	2,451	–	–	0.03%	201
2017 Q4	$272K	Hold	2,451	–	–	0.03%	202
2017 Q3	$245K	Hold	2,451	–	–	0.03%	218
2017 Q2	$246K	Sell	2,451 -300	-11%	-$29.5K	0.03%	197
2017 Q1	$260K	Buy	+2,751	New	+$246K	0.03%	190
2016 Q4	–	Sell	-1,905	Closed	-$179K	–	283
2016 Q3	$179K	Hold	1,905	–	–	0.03%	192
2016 Q2	$193K	Buy	1,905 +625	+49%	+$56.7K	0.03%	172
2016 Q1	$111K	Buy	+1,280	New	+$109K	0.02%	212

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

MYCIO Wealth Partners's CCI Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Crown Castle (CCI) in Q1 2020, closing a stake of 2,656 shares — an estimated $378K sold.

MYCIO Wealth Partners first reported a position in CCI in Q1 2016 and held it in 15 quarters. The position peaked at $378K in Q4 2019. 1,056 funds tracked by Wall St. Rank hold CCI as of Q1 2020.

MYCIO Wealth Partners reported no remaining Crown Castle position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 2,656 Crown Castle shares in Q1 2020, an estimated $378K.
MYCIO Wealth Partners first reported a position in Crown Castle in Q1 2016 and held it in 15 quarters.
MYCIO Wealth Partners's Crown Castle position peaked at $378K in Q4 2019.
1,056 funds tracked by Wall St. Rank held Crown Castle as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.