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Klingman & Associates’s Charter Communications CHTR Stock Holding History

Klingman & Associates’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
2016
Q4 		– Sell
-120
Closed -$32K – 139
2016
Q3 		$32K Buy
120
+110
+1,100% +$27.8K 0.01% 217
2016
Q2 		$2K Buy
+10
New +$2.15K ﹤0.01% 356

Other funds holding CHTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Klingman & Associates's CHTR Position: Q4 2016 in Review

Klingman & Associates sold out of Charter Communications (CHTR) in Q4 2016, closing a stake of 120 shares — an estimated $32K sold.

Klingman & Associates first reported a position in CHTR in Q2 2016 and held it in 2 quarters. The position peaked at $32K in Q3 2016. 728 funds tracked by Wall St. Rank hold CHTR as of Q4 2016.

  • Klingman & Associates reported no remaining Charter Communications position as of Q4 2016 after selling out during the quarter.
  • Klingman & Associates sold 120 Charter Communications shares in Q4 2016, an estimated $32K.
  • Klingman & Associates first reported a position in Charter Communications in Q2 2016 and held it in 2 quarters.
  • Klingman & Associates's Charter Communications position peaked at $32K in Q3 2016.
  • 728 funds tracked by Wall St. Rank held Charter Communications as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.