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Sound View Wealth Advisors’s Crown Castle CCI Stock Holding History

Sound View 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 		$488K Sell
3,813
-649
-15% -$76.1K 0.15% 143
2018
Q4 		$485K Buy
+4,462
New +$490K 0.18% 129

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sound View Wealth Advisors's CCI Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Crown Castle (CCI) stake by 15% in Q1 2019, selling an estimated $76.1K and leaving 3,813 shares worth $488K. The position accounts for 0.15% of the portfolio, ranked #143.

Sound View Wealth Advisors first reported a position in CCI in Q4 2018 and has held it in 2 quarters since. 935 funds tracked by Wall St. Rank hold CCI as of Q1 2019.

  • Sound View Wealth Advisors held 3,813 shares of Crown Castle worth $488K as of Q1 2019.
  • Sound View Wealth Advisors sold 649 Crown Castle shares in Q1 2019, an estimated $76.1K.
  • Crown Castle made up 0.15% of Sound View Wealth Advisors's portfolio in Q1 2019, its #143 holding.
  • Sound View Wealth Advisors first reported a position in Crown Castle in Q4 2018 and has held it in 2 quarters since.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.