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Ironwood Financial’s Charter Communications CHTR Stock Holding History

Ironwood Financial’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
-3
Closed -$1K – 367
2018
Q3 		$1K Hold
3
– – ﹤0.01% 346
2018
Q2 		$1K Hold
3
– – ﹤0.01% 268
2018
Q1 		$1K Hold
3
– – ﹤0.01% 243
2017
Q4 		$1K Hold
3
– – ﹤0.01% 245
2017
Q3 		$1K Hold
3
– – ﹤0.01% 251
2017
Q2 		$1K Hold
3
– – ﹤0.01% 251
2017
Q1 		$1K Hold
3
– – ﹤0.01% 252
2016
Q4 		$1K Hold
3
– – ﹤0.01% 254
2016
Q3 		$1K Hold
3
– – ﹤0.01% 257
2016
Q2 		$1K Buy
+3
New +$645 ﹤0.01% 261

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

Ironwood Financial's CHTR Position: Q4 2018 in Review

Ironwood Financial sold out of Charter Communications (CHTR) in Q4 2018, closing a stake of 3 shares — an estimated $1K sold.

Ironwood Financial first reported a position in CHTR in Q2 2016 and held it in 10 quarters. The position peaked at $1K in Q3 2018. 764 funds tracked by Wall St. Rank hold CHTR as of Q4 2018.

  • Ironwood Financial reported no remaining Charter Communications position as of Q4 2018 after selling out during the quarter.
  • Ironwood Financial sold 3 Charter Communications shares in Q4 2018, an estimated $1K.
  • Ironwood Financial first reported a position in Charter Communications in Q2 2016 and held it in 10 quarters.
  • Ironwood Financial's Charter Communications position peaked at $1K in Q3 2018.
  • 764 funds tracked by Wall St. Rank held Charter Communications as of Q4 2018.

Based on Ironwood Financial's 13F filing for Q4 2018, filed 17 Jan 2019.