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Cornerstone Wealth Management’s Charter Communications CHTR Stock Holding History

Cornerstone Wealth 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
2018
Q4 		– Sell
-35,507
Closed -$97K – 465
2018
Q3 		$97K Buy
+35,507
New +$10.8M ﹤0.01% 1266

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
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
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cornerstone Wealth Management's CHTR Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Charter Communications (CHTR) in Q4 2018, closing a stake of 35,507 shares — an estimated $97K sold.

Cornerstone Wealth Management first reported a position in CHTR in Q3 2018 and held it in 1 quarter. The position peaked at $97K in Q3 2018. 764 funds tracked by Wall St. Rank hold CHTR as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Charter Communications position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 35,507 Charter Communications shares in Q4 2018, an estimated $97K.
  • Cornerstone Wealth Management first reported a position in Charter Communications in Q3 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Charter Communications position peaked at $97K in Q3 2018.
  • 764 funds tracked by Wall St. Rank held Charter Communications as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.