Apriem Advisors’s Charter Communications CHTR Stock Holding History

Apriem Advisors’s Portfolio CHTR Stock Details CHTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-7	Closed	-$2K	–	596
2016 Q2	$2K	Buy	+7	New	+$1.5K	﹤0.01%	532

Other funds holding CHTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Apriem Advisors's CHTR Position: Q3 2016 in Review

Apriem Advisors sold out of Charter Communications (CHTR) in Q3 2016, closing a stake of 7 shares — an estimated $2K sold.

Apriem Advisors first reported a position in CHTR in Q2 2016 and held it in 1 quarter. The position peaked at $2K in Q2 2016. 687 funds tracked by Wall St. Rank hold CHTR as of Q3 2016.

Apriem Advisors reported no remaining Charter Communications position as of Q3 2016 after selling out during the quarter.
Apriem Advisors sold 7 Charter Communications shares in Q3 2016, an estimated $2K.
Apriem Advisors first reported a position in Charter Communications in Q2 2016 and held it in 1 quarter.
Apriem Advisors's Charter Communications position peaked at $2K in Q2 2016.
687 funds tracked by Wall St. Rank held Charter Communications as of Q3 2016.

Based on Apriem Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.