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New England Private Wealth Advisors’s Crown Castle CCI Stock Holding History

New England Private Wealth 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
Q4 		– Sell
-1,600
Closed -$222K – 95
2019
Q3 		$222K Hold
1,600
– – 0.05% 143
2019
Q2 		$208K Buy
+1,600
New +$206K 0.05% 153

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
Capital Research Global Investors
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
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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

New England Private Wealth Advisors's CCI Position: Q4 2019 in Review

New England Private Wealth Advisors sold out of Crown Castle (CCI) in Q4 2019, closing a stake of 1,600 shares — an estimated $222K sold.

New England Private Wealth Advisors first reported a position in CCI in Q2 2019 and held it in 2 quarters. The position peaked at $222K in Q3 2019. 1,051 funds tracked by Wall St. Rank hold CCI as of Q4 2019.

  • New England Private Wealth Advisors reported no remaining Crown Castle position as of Q4 2019 after selling out during the quarter.
  • New England Private Wealth Advisors sold 1,600 Crown Castle shares in Q4 2019, an estimated $222K.
  • New England Private Wealth Advisors first reported a position in Crown Castle in Q2 2019 and held it in 2 quarters.
  • New England Private Wealth Advisors's Crown Castle position peaked at $222K in Q3 2019.
  • 1,051 funds tracked by Wall St. Rank held Crown Castle as of Q4 2019.

Based on New England Private Wealth Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.