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Squar Milner Financial Services’s Crown Castle CCI Stock Holding History

Squar Milner Financial Services’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
Q3 		– Sell
-56
Closed -$7K – 297
2019
Q2 		$7K Hold
56
– – ﹤0.01% 548
2019
Q1 		$7K Hold
56
– – 0.01% 584
2018
Q4 		$6K Hold
56
– – 0.01% 530
2018
Q3 		$6K Hold
56
– – 0.01% 568
2018
Q2 		$6K Buy
+56
New +$5.82K 0.01% 661

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Squar Milner Financial Services's CCI Position: Q3 2019 in Review

Squar Milner Financial Services sold out of Crown Castle (CCI) in Q3 2019, closing a stake of 56 shares — an estimated $7K sold.

Squar Milner Financial Services first reported a position in CCI in Q2 2018 and held it in 5 quarters. The position peaked at $7K in Q2 2019. 977 funds tracked by Wall St. Rank hold CCI as of Q3 2019.

  • Squar Milner Financial Services reported no remaining Crown Castle position as of Q3 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 56 Crown Castle shares in Q3 2019, an estimated $7K.
  • Squar Milner Financial Services first reported a position in Crown Castle in Q2 2018 and held it in 5 quarters.
  • Squar Milner Financial Services's Crown Castle position peaked at $7K in Q2 2019.
  • 977 funds tracked by Wall St. Rank held Crown Castle as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.