Ropes Wealth Advisors’s Crown Castle CCI Stock Holding History

Ropes 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	-693	Closed	-$110K	–	325
2020 Q4	$110K	Sell	693 -42	-6%	-$6.81K	0.02%	302
2020 Q3	$122K	Sell	735 -7	-0.9%	-$1.16K	0.02%	251
2020 Q2	$124K	Buy	742 +342	+86%	+$55.1K	0.03%	234
2020 Q1	$58K	Hold	400	–	–	0.01%	270
2019 Q4	$57K	Buy	400 +210	+111%	+$28.6K	0.01%	323
2019 Q3	$26K	Hold	190	–	–	0.01%	401
2019 Q2	$25K	Buy	+190	New	+$24.4K	0.01%	411
2018 Q3	–	Sell	-44	Closed	-$5K	–	537
2018 Q2	$5K	Hold	44	–	–	﹤0.01%	499
2018 Q1	$5K	Hold	44	–	–	﹤0.01%	487
2017 Q4	$5K	Buy	+44	New	+$4.75K	﹤0.01%	610
2016 Q2	–	Sell	-31	Closed	-$3K	–	476
2016 Q1	$3K	Buy	31 +8	+35%	+$678	﹤0.01%	371
2015 Q4	$2K	Sell	23 -1,327	-98%	-$113K	﹤0.01%	391
2015 Q3	$106K	Buy	+1,350	New	+$110K	0.06%	184

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

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

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 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