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SWS Partners’s Crown Castle CCI Stock Holding History

SWS 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
Q3 		– Sell
-3,585
Closed -$598K – 112
2020
Q2 		$598K Buy
3,585
+173
+5% +$27.9K 0.76% 56
2020
Q1 		$493K Buy
+3,412
New +$509K 0.35% 76
2019
Q3 		$371K Sell
2,765
-465
-14% -$64.3K 0.22% 88
2019
Q2 		$410K Buy
+3,230
New +$415K 0.26% 85
2018
Q4 		$1.98M Buy
18,195
+9,453
+108% +$1.04M 1.5% 17
2018
Q3 		$973K Sell
8,742
-12,379
-59% -$1.38M 0.62% 52
2018
Q2 		$2.28M Buy
21,121
+4,823
+30% +$501K 1.6% 13
2018
Q1 		$1.77M Buy
16,298
+1,523
+10% +$165K 1.31% 21
2017
Q4 		$1.64M Buy
+14,775
New +$1.59M 1.23% 29

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

SWS Partners's CCI Position: Q3 2020 in Review

SWS Partners sold out of Crown Castle (CCI) in Q3 2020, closing a stake of 3,585 shares — an estimated $598K sold.

SWS Partners first reported a position in CCI in Q4 2017 and held it in 9 quarters. The position peaked at $2.28M in Q2 2018. 1,132 funds tracked by Wall St. Rank hold CCI as of Q3 2020.

  • SWS Partners reported no remaining Crown Castle position as of Q3 2020 after selling out during the quarter.
  • SWS Partners sold 3,585 Crown Castle shares in Q3 2020, an estimated $598K.
  • SWS Partners first reported a position in Crown Castle in Q4 2017 and held it in 9 quarters.
  • SWS Partners's Crown Castle position peaked at $2.28M in Q2 2018.
  • 1,132 funds tracked by Wall St. Rank held Crown Castle as of Q3 2020.

Based on SWS Partners's 13F filing for Q3 2020, filed 13 Nov 2020.