IPC
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Independent Portfolio Consultants’s Charter Communications CHTR Stock Holding History

Independent Portfolio Consultants’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
2013
Q4 		– Sell
-3,360
Closed -$453K – 451
2013
Q3 		$453K Sell
3,360
-85
-2% -$10.8K 0.18% 236
2013
Q2 		$427K Buy
+3,445
New +$379K 0.19% 226

Other funds holding CHTR

SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CPI
Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return
IIS
Ignis Investment Services Edinburgh, United Kingdom $29.9B AUM
BRC
Blue Ridge Capital New York $215M AUM
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Independent Portfolio Consultants's CHTR Position: Q4 2013 in Review

Independent Portfolio Consultants sold out of Charter Communications (CHTR) in Q4 2013, closing a stake of 3,360 shares — an estimated $453K sold.

Independent Portfolio Consultants first reported a position in CHTR in Q2 2013 and held it in 2 quarters. The position peaked at $453K in Q3 2013. 292 funds tracked by Wall St. Rank hold CHTR as of Q4 2013.

  • Independent Portfolio Consultants reported no remaining Charter Communications position as of Q4 2013 after selling out during the quarter.
  • Independent Portfolio Consultants sold 3,360 Charter Communications shares in Q4 2013, an estimated $453K.
  • Independent Portfolio Consultants first reported a position in Charter Communications in Q2 2013 and held it in 2 quarters.
  • Independent Portfolio Consultants's Charter Communications position peaked at $453K in Q3 2013.
  • 292 funds tracked by Wall St. Rank held Charter Communications as of Q4 2013.

Based on Independent Portfolio Consultants's 13F filing for Q4 2013, filed 29 Jan 2014.