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Atria Investments’s City Holding Co CHCO Stock Holding History

Atria Investments’s Portfolio CHCO Stock Details CHCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-22,065
Closed -$930K – 419
2014
Q3 		$930K Sell
22,065
-2,596
-11% -$111K 0.1% 182
2014
Q2 		$1.11M Sell
24,661
-7,910
-24% -$346K 0.11% 156
2014
Q1 		$1.46M Buy
32,571
+5,787
+22% +$260K 0.15% 122
2013
Q4 		$1.24M Buy
26,784
+8,332
+45% +$383K 0.12% 146
2013
Q3 		$798K Buy
+18,452
New +$795K 0.08% 205

Other funds holding CHCO

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Atria Investments's CHCO Position: Q4 2014 in Review

Atria Investments sold out of City Holding Co (CHCO) in Q4 2014, closing a stake of 22,065 shares — an estimated $930K sold.

Atria Investments first reported a position in CHCO in Q3 2013 and held it in 5 quarters. The position peaked at $1.46M in Q1 2014. 122 funds tracked by Wall St. Rank hold CHCO as of Q4 2014.

  • Atria Investments reported no remaining City Holding Co position as of Q4 2014 after selling out during the quarter.
  • Atria Investments sold 22,065 City Holding Co shares in Q4 2014, an estimated $930K.
  • Atria Investments first reported a position in City Holding Co in Q3 2013 and held it in 5 quarters.
  • Atria Investments's City Holding Co position peaked at $1.46M in Q1 2014.
  • 122 funds tracked by Wall St. Rank held City Holding Co as of Q4 2014.

Based on Atria Investments's 13F filing for Q4 2014, filed 12 Jan 2015.