WAS
CCI icon

WESPAC Advisors SoCal’s Crown Castle CCI Stock Holding History

WESPAC Advisors SoCal’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
Q2 		– Sell
-100
Closed -$12K – 117
2019
Q1 		$12K Hold
100
– – 0.01% 217
2018
Q4 		$10K Hold
100
– – 0.01% 236
2018
Q3 		$11K Buy
+100
New +$11.1K 0.01% 229

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WESPAC Advisors SoCal's CCI Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Crown Castle (CCI) in Q2 2019, closing a stake of 100 shares — an estimated $12K sold.

WESPAC Advisors SoCal first reported a position in CCI in Q3 2018 and held it in 3 quarters. The position peaked at $12K in Q1 2019. 949 funds tracked by Wall St. Rank hold CCI as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining Crown Castle position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 100 Crown Castle shares in Q2 2019, an estimated $12K.
  • WESPAC Advisors SoCal first reported a position in Crown Castle in Q3 2018 and held it in 3 quarters.
  • WESPAC Advisors SoCal's Crown Castle position peaked at $12K in Q1 2019.
  • 949 funds tracked by Wall St. Rank held Crown Castle as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.