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Capital Directions Investment Advisors’s Charter Communications CHTR Stock Holding History

Capital Directions Investment 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
2019
Q3 		– Sell
-25
Closed -$10K – 240
2019
Q2 		$10K Buy
+25
New +$9.37K ﹤0.01% 78
2019
Q1 		– Sell
-25
Closed -$7K – 92
2018
Q4 		$7K Buy
+25
New +$7.84K ﹤0.01% 95

Other funds holding CHTR

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Directions Investment Advisors's CHTR Position: Q3 2019 in Review

Capital Directions Investment Advisors sold out of Charter Communications (CHTR) in Q3 2019, closing a stake of 25 shares — an estimated $10K sold.

Capital Directions Investment Advisors first reported a position in CHTR in Q4 2018 and held it in 2 quarters. The position peaked at $10K in Q2 2019. 772 funds tracked by Wall St. Rank hold CHTR as of Q3 2019.

  • Capital Directions Investment Advisors reported no remaining Charter Communications position as of Q3 2019 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 25 Charter Communications shares in Q3 2019, an estimated $10K.
  • Capital Directions Investment Advisors first reported a position in Charter Communications in Q4 2018 and held it in 2 quarters.
  • Capital Directions Investment Advisors's Charter Communications position peaked at $10K in Q2 2019.
  • 772 funds tracked by Wall St. Rank held Charter Communications as of Q3 2019.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.