Nelson Capital Management’s Charter Communications CHTR Stock Holding History

Nelson Capital Management’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 Q4	–	Sell	-35	Closed	-$14K	–	132
2019 Q3	$14K	Hold	35	–	–	﹤0.01%	233
2019 Q2	$14K	Hold	35	–	–	﹤0.01%	216
2019 Q1	$12K	Hold	35	–	–	﹤0.01%	204
2018 Q4	$10K	Hold	35	–	–	﹤0.01%	214
2018 Q3	$11K	Hold	35	–	–	﹤0.01%	208
2018 Q2	$10K	Buy	+35	New	+$10.1K	﹤0.01%	197
2018 Q1	–	Sell	-3	Closed	-$1K	–	273
2017 Q4	$1K	Buy	+3	New	+$1.02K	﹤0.01%	314
2017 Q3	–	Sell	-48	Closed	-$16K	–	248
2017 Q2	$16K	Hold	48	–	–	0.01%	198
2017 Q1	$16K	Hold	48	–	–	0.01%	202
2016 Q4	$14K	Hold	48	–	–	﹤0.01%	199
2016 Q3	$13K	Hold	48	–	–	﹤0.01%	198
2016 Q2	$11K	Buy	+48	New	+$10.3K	﹤0.01%	204

Other funds holding CHTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nelson Capital Management's CHTR Position: Q4 2019 in Review

Nelson Capital Management sold out of Charter Communications (CHTR) in Q4 2019, closing a stake of 35 shares — an estimated $14K sold.

Nelson Capital Management first reported a position in CHTR in Q2 2016 and held it in 12 quarters. The position peaked at $16K in Q2 2017. 859 funds tracked by Wall St. Rank hold CHTR as of Q4 2019.

Nelson Capital Management reported no remaining Charter Communications position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 35 Charter Communications shares in Q4 2019, an estimated $14K.
Nelson Capital Management first reported a position in Charter Communications in Q2 2016 and held it in 12 quarters.
Nelson Capital Management's Charter Communications position peaked at $16K in Q2 2017.
859 funds tracked by Wall St. Rank held Charter Communications as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.