Berman Capital Advisors’s Crown Castle CCI Stock Holding History

Berman Capital Advisors’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
2021 Q3	$340K	Buy	1,967 +103	+6%	+$19.9K	0.05%	176
2021 Q2	$362K	Buy	1,864 +276	+17%	+$51.7K	0.06%	154
2021 Q1	$273K	Sell	1,588 -112	-7%	-$17.9K	0.06%	155
2020 Q4	$270K	Buy	1,700 +281	+20%	+$45.6K	0.06%	130
2020 Q3	$234K	Buy	1,419 +137	+11%	+$22.6K	0.07%	134
2020 Q2	$213K	Sell	1,282 -24	-2%	-$3.87K	0.06%	138
2020 Q1	$186K	Buy	1,306 +140	+12%	+$20.9K	0.06%	126
2019 Q4	$164K	Buy	1,166 +594	+104%	+$81K	0.05%	159
2019 Q3	$79K	Sell	572 -25	-4%	-$3.46K	0.02%	246
2019 Q2	$77K	Buy	597 +10	+2%	+$1.29K	0.02%	244
2019 Q1	$75K	Sell	587 -19	-3%	-$2.23K	0.03%	228
2018 Q4	$65K	Buy	+606	New	+$66.6K	0.03%	228

Other funds holding CCI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's CCI Position: Q3 2021 in Review

Berman Capital Advisors increased its Crown Castle (CCI) stake by 5.5% in Q3 2021, buying an estimated $19.9K and bringing the position to 1,967 shares worth $340K. The position accounts for 0.05% of the portfolio, ranked #176.

Berman Capital Advisors first reported a position in CCI in Q4 2018 and has held it in 12 quarters since. The position peaked at $362K in Q2 2021. 1,278 funds tracked by Wall St. Rank hold CCI as of Q3 2021.

Berman Capital Advisors held 1,967 shares of Crown Castle worth $340K as of Q3 2021.
Berman Capital Advisors bought 103 Crown Castle shares in Q3 2021, an estimated $19.9K.
Crown Castle made up 0.05% of Berman Capital Advisors's portfolio in Q3 2021, its #176 holding.
Berman Capital Advisors first reported a position in Crown Castle in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Crown Castle position peaked at $362K in Q2 2021.
1,278 funds tracked by Wall St. Rank held Crown Castle as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.