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 $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ropes Wealth Advisors's CCI Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Crown Castle (CCI) in Q1 2021, closing a stake of 693 shares — an estimated $110K sold.

Ropes Wealth Advisors first reported a position in CCI in Q3 2015 and held it in 13 quarters. The position peaked at $124K in Q2 2020. 1,230 funds tracked by Wall St. Rank hold CCI as of Q1 2021.

Ropes Wealth Advisors reported no remaining Crown Castle position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 693 Crown Castle shares in Q1 2021, an estimated $110K.
Ropes Wealth Advisors first reported a position in Crown Castle in Q3 2015 and held it in 13 quarters.
Ropes Wealth Advisors's Crown Castle position peaked at $124K in Q2 2020.
1,230 funds tracked by Wall St. Rank held Crown Castle as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.