CT Financial Advisors’s Charter Communications CHTR Stock Holding History

CT Financial 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
2017 Q1	$982	Hold	3	–	–	﹤0.01%	586
2016 Q4	$864	Hold	3	–	–	﹤0.01%	591
2016 Q3	$810	Hold	3	–	–	﹤0.01%	590
2016 Q2	$686	Buy	+3	New	+$645	﹤0.01%	601
2015 Q2	–	Sell	-350	Closed	-$67.6K	–	644
2015 Q1	$67.6K	Hold	350	–	–	0.04%	269
2014 Q4	$58.3K	Buy	+350	New	+$55.3K	0.04%	221
2014 Q1	$67.6K	Buy	+350	New	+$45.8K	0.04%	269

Other funds holding CHTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

LPC

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

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

CT Financial Advisors's CHTR Position: Q1 2017 in Review

CT Financial Advisors held its Charter Communications (CHTR) position steady in Q1 2017 at 3 shares worth $982. The position accounts for ﹤0.01% of the portfolio, ranked #586.

CT Financial Advisors first reported a position in CHTR in Q1 2014 and has held it in 7 quarters since. The position peaked at $67.6K in Q1 2015. 765 funds tracked by Wall St. Rank hold CHTR as of Q1 2017.

CT Financial Advisors held 3 shares of Charter Communications worth $982 as of Q1 2017.
CT Financial Advisors left its Charter Communications share count unchanged in Q1 2017.
Charter Communications made up ﹤0.01% of CT Financial Advisors's portfolio in Q1 2017, its #586 holding.
CT Financial Advisors first reported a position in Charter Communications in Q1 2014 and has held it in 7 quarters since.
CT Financial Advisors's Charter Communications position peaked at $67.6K in Q1 2015.
765 funds tracked by Wall St. Rank held Charter Communications as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.