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Selective Wealth Management’s Crown Castle CCI Stock Holding History

Selective Wealth Management’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
Q3 		– Sell
-31
Closed -$5K – 326
2020
Q2 		$5K Hold
31
– – ﹤0.01% 297
2020
Q1 		$4K Hold
31
– – 0.01% 219
2019
Q4 		$4K Hold
31
– – ﹤0.01% 236
2019
Q3 		$4K Buy
+31
New +$4.29K 0.01% 233

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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

Selective Wealth Management's CCI Position: Q3 2020 in Review

Selective Wealth Management sold out of Crown Castle (CCI) in Q3 2020, closing a stake of 31 shares — an estimated $5K sold.

Selective Wealth Management first reported a position in CCI in Q3 2019 and held it in 4 quarters. The position peaked at $5K in Q2 2020. 1,131 funds tracked by Wall St. Rank hold CCI as of Q3 2020.

  • Selective Wealth Management reported no remaining Crown Castle position as of Q3 2020 after selling out during the quarter.
  • Selective Wealth Management sold 31 Crown Castle shares in Q3 2020, an estimated $5K.
  • Selective Wealth Management first reported a position in Crown Castle in Q3 2019 and held it in 4 quarters.
  • Selective Wealth Management's Crown Castle position peaked at $5K in Q2 2020.
  • 1,131 funds tracked by Wall St. Rank held Crown Castle as of Q3 2020.

Based on Selective Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.