Mid Atlantic Financial Management’s Crown Castle CCI Stock Holding History

Mid Atlantic Financial Management’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	$574K	Sell	3,314 -405	-11%	-$78.3K	0.04%	414
2021 Q2	$726K	Buy	3,719 +433	+13%	+$81.1K	0.05%	348
2021 Q1	$566K	Sell	3,286 -833	-20%	-$133K	0.04%	392
2020 Q4	$656K	Buy	4,119 +2,671	+184%	+$433K	0.05%	327
2020 Q3	$234K	Buy	+1,448	New	+$239K	0.02%	618
2020 Q1	–	Sell	-1,594	Closed	-$227K	–	693
2019 Q4	$227K	Sell	1,594 -294	-16%	-$40.1K	0.02%	608
2019 Q3	$262K	Sell	1,888 -445	-19%	-$61.5K	0.03%	548
2019 Q2	$304K	Sell	2,333 -77	-3%	-$9.9K	0.03%	515
2019 Q1	$308K	Buy	2,410 +311	+15%	+$36.5K	0.03%	501
2018 Q4	$228K	Buy	+2,099	New	+$231K	0.03%	550

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

Mid Atlantic Financial Management's CCI Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Crown Castle (CCI) stake by 11% in Q3 2021, selling an estimated $78.3K and leaving 3,314 shares worth $574K. The position accounts for 0.04% of the portfolio, ranked #414.

Mid Atlantic Financial Management first reported a position in CCI in Q4 2018 and has held it in 10 quarters since. The position peaked at $726K in Q2 2021. 1,278 funds tracked by Wall St. Rank hold CCI as of Q3 2021.

Mid Atlantic Financial Management held 3,314 shares of Crown Castle worth $574K as of Q3 2021.
Mid Atlantic Financial Management sold 405 Crown Castle shares in Q3 2021, an estimated $78.3K.
Crown Castle made up 0.04% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #414 holding.
Mid Atlantic Financial Management first reported a position in Crown Castle in Q4 2018 and has held it in 10 quarters since.
Mid Atlantic Financial Management's Crown Castle position peaked at $726K in Q2 2021.
1,278 funds tracked by Wall St. Rank held Crown Castle as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.