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Capital Directions Investment Advisors’s City Holding Co CHCO Stock Holding History

Capital Directions Investment Advisors’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
2020
Q2 		– Sell
-200
Closed -$13K – 214
2020
Q1 		$13K Hold
200
– – 0.01% 189
2019
Q4 		$16K Hold
200
– – 0.01% 202
2019
Q3 		$15K Buy
+200
New +$15.1K 0.01% 200

Other funds holding CHCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Directions Investment Advisors's CHCO Position: Q2 2020 in Review

Capital Directions Investment Advisors sold out of City Holding Co (CHCO) in Q2 2020, closing a stake of 200 shares — an estimated $13K sold.

Capital Directions Investment Advisors first reported a position in CHCO in Q3 2019 and held it in 3 quarters. The position peaked at $16K in Q4 2019. 149 funds tracked by Wall St. Rank hold CHCO as of Q2 2020.

  • Capital Directions Investment Advisors reported no remaining City Holding Co position as of Q2 2020 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 200 City Holding Co shares in Q2 2020, an estimated $13K.
  • Capital Directions Investment Advisors first reported a position in City Holding Co in Q3 2019 and held it in 3 quarters.
  • Capital Directions Investment Advisors's City Holding Co position peaked at $16K in Q4 2019.
  • 149 funds tracked by Wall St. Rank held City Holding Co as of Q2 2020.

Based on Capital Directions Investment Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.