MLFP
CCI icon

MPS Loria Financial Planners’s Crown Castle CCI Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-291
Closed -$50K – 173
2021
Q1 		$50K Hold
291
– – 0.02% 158
2020
Q4 		$45K Buy
+291
New +$47.2K 0.02% 166

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital World Investors
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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

MPS Loria Financial Planners's CCI Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Crown Castle (CCI) in Q2 2021, closing a stake of 291 shares — an estimated $50K sold.

MPS Loria Financial Planners first reported a position in CCI in Q4 2020 and held it in 2 quarters. The position peaked at $50K in Q1 2021. 1,261 funds tracked by Wall St. Rank hold CCI as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Crown Castle position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 291 Crown Castle shares in Q2 2021, an estimated $50K.
  • MPS Loria Financial Planners first reported a position in Crown Castle in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Crown Castle position peaked at $50K in Q1 2021.
  • 1,261 funds tracked by Wall St. Rank held Crown Castle as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.