Bridgewater Wealth & Financial Management’s Charter Communications CHTR Stock Holding History

Bridgewater Wealth & Financial Management’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 Q3	–	Sell	-1,053	Closed	-$355K	–	45
2017 Q2	$355K	Hold	1,053	–	–	0.12%	77
2017 Q1	$345K	Hold	1,053	–	–	0.13%	73
2016 Q4	$303K	Hold	1,053	–	–	0.11%	80
2016 Q3	$284K	Sell	1,053 -385	-27%	-$97.3K	0.1%	82
2016 Q2	$329K	Buy	+1,438	New	+$309K	0.12%	76

Other funds holding CHTR

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

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

LPC

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

Bridgewater Wealth & Financial Management's CHTR Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of Charter Communications (CHTR) in Q3 2017, closing a stake of 1,053 shares — an estimated $355K sold.

Bridgewater Wealth & Financial Management first reported a position in CHTR in Q2 2016 and held it in 5 quarters. The position peaked at $355K in Q2 2017. 768 funds tracked by Wall St. Rank hold CHTR as of Q3 2017.

Bridgewater Wealth & Financial Management reported no remaining Charter Communications position as of Q3 2017 after selling out during the quarter.
Bridgewater Wealth & Financial Management sold 1,053 Charter Communications shares in Q3 2017, an estimated $355K.
Bridgewater Wealth & Financial Management first reported a position in Charter Communications in Q2 2016 and held it in 5 quarters.
Bridgewater Wealth & Financial Management's Charter Communications position peaked at $355K in Q2 2017.
768 funds tracked by Wall St. Rank held Charter Communications as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.