Kaizen Advisory’s Charter Communications CHTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$139K Buy
489
+57
+13% +$17.9K 0.1% 184
2018
Q3
$141K Hold
432
0.07% 191
2018
Q2
$127K Buy
432
+238
+123% +$68.4K 0.06% 201
2018
Q1
$60K Hold
194
0.06% 172
2017
Q4
$65K Buy
+194
New +$65.9K 0.04% 169

Other funds holding CHTR

Kaizen Advisory's CHTR Position: Q4 2018 in Review

Kaizen Advisory increased its Charter Communications (CHTR) stake by 13% in Q4 2018, buying an estimated $17.9K and bringing the position to 489 shares worth $139K. The position accounts for 0.1% of the portfolio, ranked #184.

Kaizen Advisory first reported a position in CHTR in Q4 2017 and has held it in 5 quarters since. The position peaked at $141K in Q3 2018. 764 funds tracked by Wall St. Rank hold CHTR as of Q4 2018.

  • Kaizen Advisory held 489 shares of Charter Communications worth $139K as of Q4 2018.
  • Kaizen Advisory bought 57 Charter Communications shares in Q4 2018, an estimated $17.9K.
  • Charter Communications made up 0.1% of Kaizen Advisory's portfolio in Q4 2018, its #184 holding.
  • Kaizen Advisory first reported a position in Charter Communications in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Charter Communications position peaked at $141K in Q3 2018.
  • 764 funds tracked by Wall St. Rank held Charter Communications as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.