YorkBridge Wealth Partners’s Crown Castle CCI Stock Holding History

YorkBridge Wealth 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
2019 Q3	–	Sell	-216	Closed	-$28K	–	244
2019 Q2	$28K	Hold	216	–	–	0.01%	423
2019 Q1	$28K	Hold	216	–	–	0.01%	417
2018 Q4	$23K	Buy	216 +43	+25%	+$4.72K	0.01%	424
2018 Q3	$19K	Sell	173 -98	-36%	-$10.9K	0.01%	527
2018 Q2	$29K	Hold	271	–	–	0.01%	440
2018 Q1	$28K	Hold	271	–	–	0.01%	445
2017 Q4	$30K	Hold	271	–	–	0.01%	429
2017 Q3	$27K	Buy	271 +98	+57%	+$10K	0.01%	454
2017 Q2	$17K	Hold	173	–	–	0.01%	548
2017 Q1	$16K	Buy	173 +3	+2%	+$268	0.01%	551
2016 Q4	$14K	Buy	+170	New	+$14.9K	0.01%	512

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

YorkBridge Wealth Partners's CCI Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Crown Castle (CCI) in Q3 2019, closing a stake of 216 shares — an estimated $28K sold.

YorkBridge Wealth Partners first reported a position in CCI in Q4 2016 and held it in 11 quarters. The position peaked at $30K in Q4 2017. 977 funds tracked by Wall St. Rank hold CCI as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Crown Castle position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 216 Crown Castle shares in Q3 2019, an estimated $28K.
YorkBridge Wealth Partners first reported a position in Crown Castle in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Crown Castle position peaked at $30K in Q4 2017.
977 funds tracked by Wall St. Rank held Crown Castle as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.