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River Wealth Advisors’s Crown Castle CCI Stock Holding History

River 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
Q1 		– Sell
-294
Closed -$32K – 200
2018
Q4 		$32K Sell
294
-254
-46% -$27.9K 0.01% 294
2018
Q3 		$61K Sell
548
-27
-5% -$3.01K 0.02% 260
2018
Q2 		$62K Buy
+575
New +$59.7K 0.02% 254

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 $3.37T AUM 44.26% 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

River Wealth Advisors's CCI Position: Q1 2019 in Review

River Wealth Advisors sold out of Crown Castle (CCI) in Q1 2019, closing a stake of 294 shares — an estimated $32K sold.

River Wealth Advisors first reported a position in CCI in Q2 2018 and held it in 3 quarters. The position peaked at $62K in Q2 2018. 937 funds tracked by Wall St. Rank hold CCI as of Q1 2019.

  • River Wealth Advisors reported no remaining Crown Castle position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 294 Crown Castle shares in Q1 2019, an estimated $32K.
  • River Wealth Advisors first reported a position in Crown Castle in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Crown Castle position peaked at $62K in Q2 2018.
  • 937 funds tracked by Wall St. Rank held Crown Castle as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.