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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 $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return