Edge Wealth Management’s City Holding Co CHCO Stock Holding History

Edge Wealth Management’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 Q3	–	Sell	-444	Closed	-$29K	–	472
2020 Q2	$29K	Hold	444	–	–	0.01%	317
2020 Q1	$29K	Hold	444	–	–	0.01%	284
2019 Q4	$37K	Hold	444	–	–	0.01%	277
2019 Q3	$33K	Hold	444	–	–	0.01%	287
2019 Q2	$34K	Hold	444	–	–	0.01%	293
2019 Q1	$34K	Hold	444	–	–	0.01%	276
2018 Q4	$30K	Hold	444	–	–	0.01%	287
2018 Q3	$34K	Hold	444	–	–	0.01%	302
2018 Q2	$33K	Hold	444	–	–	0.01%	292
2018 Q1	$30K	Hold	444	–	–	0.01%	265
2017 Q4	$30K	Hold	444	–	–	0.01%	268
2017 Q3	$32K	Hold	444	–	–	0.01%	258
2017 Q2	$29K	Hold	444	–	–	0.01%	259
2017 Q1	$29K	Hold	444	–	–	0.01%	252
2016 Q4	$30K	Buy	+444	New	+$25.8K	0.01%	230

Other funds holding CHCO

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Edge Wealth Management's CHCO Position: Q3 2020 in Review

Edge Wealth Management sold out of City Holding Co (CHCO) in Q3 2020, closing a stake of 444 shares — an estimated $29K sold.

Edge Wealth Management first reported a position in CHCO in Q4 2016 and held it in 15 quarters. The position peaked at $37K in Q4 2019. 150 funds tracked by Wall St. Rank hold CHCO as of Q3 2020.

Edge Wealth Management reported no remaining City Holding Co position as of Q3 2020 after selling out during the quarter.
Edge Wealth Management sold 444 City Holding Co shares in Q3 2020, an estimated $29K.
Edge Wealth Management first reported a position in City Holding Co in Q4 2016 and held it in 15 quarters.
Edge Wealth Management's City Holding Co position peaked at $37K in Q4 2019.
150 funds tracked by Wall St. Rank held City Holding Co as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.