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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

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BlackRock
BlackRock New York $5.7T 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