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Personal Wealth Partners’s Crown Castle CCI Stock Holding History

Personal 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
-38
Closed -$5K – 148
2019
Q4 		$5K Hold
38
– – ﹤0.01% 267
2019
Q3 		$5K Buy
38
+9
+31% +$1.25K ﹤0.01% 272
2019
Q2 		$4K Buy
+29
New +$3.73K ﹤0.01% 248

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Personal Wealth Partners sold out of Crown Castle (CCI) in Q1 2020, closing a stake of 38 shares — an estimated $5K sold.

Personal Wealth Partners first reported a position in CCI in Q2 2019 and held it in 3 quarters. The position peaked at $5K in Q4 2019. 1,056 funds tracked by Wall St. Rank hold CCI as of Q1 2020.

  • Personal Wealth Partners reported no remaining Crown Castle position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 38 Crown Castle shares in Q1 2020, an estimated $5K.
  • Personal Wealth Partners first reported a position in Crown Castle in Q2 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Crown Castle position peaked at $5K in Q4 2019.
  • 1,056 funds tracked by Wall St. Rank held Crown Castle as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.