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Burt Wealth Advisors’s Crown Castle CCI Stock Holding History

Burt Wealth 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
Q1 		– Sell
-6
Closed -$1K – 135
2020
Q4 		$1K Hold
6
– – ﹤0.01% 363
2020
Q3 		$1K Hold
6
– – ﹤0.01% 371
2020
Q2 		$1K Buy
+6
New +$966 ﹤0.01% 366
2019
Q1 		– Sell
-100
Closed -$11K – 356
2018
Q4 		$11K Hold
100
– – 0.01% 269
2018
Q3 		$11K Hold
100
– – 0.01% 286
2018
Q2 		$11K Hold
100
– – 0.01% 279
2018
Q1 		$11K Buy
+100
New +$10.9K 0.01% 283
2016
Q2 		– Sell
-430
Closed -$37K – 438
2016
Q1 		$37K Buy
+430
New +$36.5K 0.03% 191

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Burt Wealth Advisors's CCI Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Crown Castle (CCI) in Q1 2021, closing a stake of 6 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in CCI in Q1 2016 and held it in 8 quarters. The position peaked at $37K in Q1 2016. 1,230 funds tracked by Wall St. Rank hold CCI as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Crown Castle position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 6 Crown Castle shares in Q1 2021, an estimated $1K.
  • Burt Wealth Advisors first reported a position in Crown Castle in Q1 2016 and held it in 8 quarters.
  • Burt Wealth Advisors's Crown Castle position peaked at $37K in Q1 2016.
  • 1,230 funds tracked by Wall St. Rank held Crown Castle as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.