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Mosaic Family Wealth’s Charter Communications CHTR Stock Holding History

Mosaic Family Wealth’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
2019
Q2 		– Sell
-4
Closed -$1K – 242
2019
Q1 		$1K Hold
4
– – ﹤0.01% 664
2018
Q4 		$1K Hold
4
– – ﹤0.01% 613
2018
Q3 		$1K Sell
4
-8
-67% -$2.44K ﹤0.01% 623
2018
Q2 		$4K Buy
12
+5
+71% +$1.44K ﹤0.01% 600
2018
Q1 		$2K Hold
7
– – ﹤0.01% 625
2017
Q4 		$2K Sell
7
-95
-93% -$32.3K ﹤0.01% 643
2017
Q3 		$37K Buy
102
+95
+1,357% +$35.4K 0.01% 380
2017
Q2 		$2K Hold
7
– – ﹤0.01% 671
2017
Q1 		$2K Hold
7
– – ﹤0.01% 680
2016
Q4 		$2K Hold
7
– – ﹤0.01% 659
2016
Q3 		$2K Hold
7
– – ﹤0.01% 677
2016
Q2 		$2K Buy
+7
New +$1.5K ﹤0.01% 717

Other funds holding CHTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mosaic Family Wealth's CHTR Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Charter Communications (CHTR) in Q2 2019, closing a stake of 4 shares — an estimated $1K sold.

Mosaic Family Wealth first reported a position in CHTR in Q2 2016 and held it in 12 quarters. The position peaked at $37K in Q3 2017. 777 funds tracked by Wall St. Rank hold CHTR as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Charter Communications position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 4 Charter Communications shares in Q2 2019, an estimated $1K.
  • Mosaic Family Wealth first reported a position in Charter Communications in Q2 2016 and held it in 12 quarters.
  • Mosaic Family Wealth's Charter Communications position peaked at $37K in Q3 2017.
  • 777 funds tracked by Wall St. Rank held Charter Communications as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.