LifePlan Financial Group’s Crown Castle CCI Stock Holding History

LifePlan Financial Group’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
2020 Q3	$5K	Hold	30	–	–	﹤0.01%	474
2020 Q2	$5K	Hold	30	–	–	﹤0.01%	470
2020 Q1	$4K	Hold	30	–	–	﹤0.01%	464
2019 Q4	$4K	Hold	30	–	–	﹤0.01%	476
2019 Q3	$4K	Hold	30	–	–	﹤0.01%	472
2019 Q2	$4K	Hold	30	–	–	﹤0.01%	468
2019 Q1	$4K	Hold	30	–	–	﹤0.01%	468
2018 Q4	$3K	Hold	30	–	–	﹤0.01%	471
2018 Q3	$3K	Hold	30	–	–	﹤0.01%	476
2018 Q2	$3K	Sell	30 -7	-19%	-$727	﹤0.01%	458
2018 Q1	$4K	Buy	+37	New	+$4.02K	﹤0.01%	426

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

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

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

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

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

MAM

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LifePlan Financial Group's CCI Position: Q3 2020 in Review

LifePlan Financial Group held its Crown Castle (CCI) position steady in Q3 2020 at 30 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

LifePlan Financial Group first reported a position in CCI in Q1 2018 and has held it in 11 quarters since. 1,131 funds tracked by Wall St. Rank hold CCI as of Q3 2020.

LifePlan Financial Group held 30 shares of Crown Castle worth $5K as of Q3 2020.
LifePlan Financial Group left its Crown Castle share count unchanged in Q3 2020.
Crown Castle made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #474 holding.
LifePlan Financial Group first reported a position in Crown Castle in Q1 2018 and has held it in 11 quarters since.
1,131 funds tracked by Wall St. Rank held Crown Castle as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.