Gideon Capital Advisors’s Charter Communications CHTR Stock Holding History

Gideon Capital 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
2020 Q1	–	Sell	-513	Closed	-$249K	–	37
2019 Q4	$249K	Buy	+513	New	+$236K	0.09%	233
2019 Q3	–	Sell	-555	Closed	-$219K	–	300
2019 Q2	$219K	Buy	+555	New	+$208K	0.08%	246
2019 Q1	–	Sell	-1,276	Closed	-$364K	–	397
2018 Q4	$364K	Buy	+1,276	New	+$400K	0.15%	212
2018 Q3	–	Sell	-2,568	Closed	-$753K	–	365
2018 Q2	$753K	Buy	+2,568	New	+$738K	0.38%	69
2014 Q4	–	Sell	-5,348	Closed	-$810K	–	220
2014 Q3	$810K	Buy	+5,348	New	+$848K	0.31%	107

Other funds holding CHTR

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Gideon Capital Advisors's CHTR Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Charter Communications (CHTR) in Q1 2020, closing a stake of 513 shares — an estimated $249K sold.

Gideon Capital Advisors first reported a position in CHTR in Q3 2014 and held it in 5 quarters. The position peaked at $810K in Q3 2014. 909 funds tracked by Wall St. Rank hold CHTR as of Q1 2020.

Gideon Capital Advisors reported no remaining Charter Communications position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 513 Charter Communications shares in Q1 2020, an estimated $249K.
Gideon Capital Advisors first reported a position in Charter Communications in Q3 2014 and held it in 5 quarters.
Gideon Capital Advisors's Charter Communications position peaked at $810K in Q3 2014.
909 funds tracked by Wall St. Rank held Charter Communications as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.