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Wealthspire Advisors (Maryland)’s Crown Castle CCI Stock Holding History

Wealthspire Advisors (Maryland)’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 		$619K Sell
3,716
-450
-11% -$74.3K 0.02% 234
2020
Q2 		$697K Sell
4,166
-520
-11% -$83.8K 0.05% 209
2020
Q1 		$677K Sell
4,686
-1,019
-18% -$152K 0.06% 197
2019
Q4 		$811K Buy
5,705
+118
+2% +$16.1K 0.05% 198
2019
Q3 		$777K Sell
5,587
-691
-11% -$95.6K 0.06% 182
2019
Q2 		$818K Buy
6,278
+380
+6% +$48.9K 0.06% 162
2019
Q1 		$755K Sell
5,898
-387
-6% -$45.4K 0.06% 177
2018
Q4 		$683K Sell
6,285
-586
-9% -$64.4K 0.06% 165
2018
Q3 		$765K Sell
6,871
-136
-2% -$15.1K 0.06% 177
2018
Q2 		$755K Sell
7,007
-1,856
-21% -$193K 0.07% 167
2018
Q1 		$971K Sell
8,863
-1,944
-18% -$211K 0.09% 135
2017
Q4 		$1.2M Buy
10,807
+1,057
+11% +$114K 0.12% 115
2017
Q3 		$975K Buy
9,750
+2,204
+29% +$225K 0.11% 136
2017
Q2 		$756K Buy
7,546
+1,038
+16% +$102K 0.09% 151
2017
Q1 		$615K Buy
6,508
+2,426
+59% +$217K 0.09% 152
2016
Q4 		$354K Buy
4,082
+49
+1% +$4.29K 0.05% 241
2016
Q3 		$380K Sell
4,033
-92
-2% -$8.85K 0.06% 223
2016
Q2 		$418K Sell
4,125
-488
-11% -$44.3K 0.07% 193
2016
Q1 		$399K Buy
4,613
+68
+1% +$5.76K 0.07% 191
2015
Q4 		$393K Buy
+4,545
New +$386K 0.07% 196

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

Wealthspire Advisors (Maryland)'s CCI Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Crown Castle (CCI) stake by 11% in Q3 2020, selling an estimated $74.3K and leaving 3,716 shares worth $619K. The position accounts for 0.02% of the portfolio, ranked #234.

Wealthspire Advisors (Maryland) first reported a position in CCI in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.2M in Q4 2017. 1,131 funds tracked by Wall St. Rank hold CCI as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 3,716 shares of Crown Castle worth $619K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 450 Crown Castle shares in Q3 2020, an estimated $74.3K.
  • Crown Castle made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #234 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Crown Castle in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Crown Castle position peaked at $1.2M in Q4 2017.
  • 1,131 funds tracked by Wall St. Rank held Crown Castle as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.