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Bellwether Investment Group’s Charter Communications CHTR Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-85
Closed -$28K – 168
2017
Q1 		$28K Buy
85
+11
+15% +$3.5K 0.07% 232
2016
Q4 		$21K Buy
+74
New +$19.9K 0.02% 435
2016
Q2 		$11K Buy
+50
New +$10.7K 0.01% 393

Other funds holding CHTR

TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bellwether Investment Group's CHTR Position: Q2 2017 in Review

Bellwether Investment Group sold out of Charter Communications (CHTR) in Q2 2017, closing a stake of 85 shares — an estimated $28K sold.

Bellwether Investment Group first reported a position in CHTR in Q2 2016 and held it in 3 quarters. The position peaked at $28K in Q1 2017. 743 funds tracked by Wall St. Rank hold CHTR as of Q2 2017.

  • Bellwether Investment Group reported no remaining Charter Communications position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 85 Charter Communications shares in Q2 2017, an estimated $28K.
  • Bellwether Investment Group first reported a position in Charter Communications in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Charter Communications position peaked at $28K in Q1 2017.
  • 743 funds tracked by Wall St. Rank held Charter Communications as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.