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Rational Advisors’s Charter Communications CHTR Stock Holding History

Rational Advisors’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
2020
Q4 		– Sell
-9
Closed -$6K – 278
2020
Q3 		$6K Sell
9
-145
-94% -$85.6K ﹤0.01% 341
2020
Q2 		$79K Sell
154
-1,090
-88% -$553K 0.04% 169
2020
Q1 		$543K Buy
1,244
+1,171
+1,604% +$573K 0.4% 68
2019
Q4 		$35K Sell
73
-318
-81% -$146K 0.02% 384
2019
Q3 		$161K Sell
391
-1,652
-81% -$667K 0.06% 252
2019
Q2 		$808K Buy
2,043
+1,934
+1,774% +$725K 0.29% 119
2019
Q1 		$38K Buy
109
+76
+230% +$25K 0.01% 339
2018
Q4 		$9K Buy
+33
New +$10.4K ﹤0.01% 393
2018
Q3 		– Sell
-1
Closed – – 527
2018
Q2 		$0 Buy
+1
New +$287 ﹤0.01% 519
2017
Q4 		– Sell
-3,882
Closed -$1.41M – 284
2017
Q3 		$1.41M Buy
3,882
+3,382
+676% +$1.26M 0.76% 40
2017
Q2 		$168K Buy
+500
New +$167K 0.1% 199

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Rational Advisors's CHTR Position: Q4 2020 in Review

Rational Advisors sold out of Charter Communications (CHTR) in Q4 2020, closing a stake of 9 shares — an estimated $6K sold.

Rational Advisors first reported a position in CHTR in Q2 2017 and held it in 11 quarters. The position peaked at $1.41M in Q3 2017. 1,035 funds tracked by Wall St. Rank hold CHTR as of Q4 2020.

  • Rational Advisors reported no remaining Charter Communications position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 9 Charter Communications shares in Q4 2020, an estimated $6K.
  • Rational Advisors first reported a position in Charter Communications in Q2 2017 and held it in 11 quarters.
  • Rational Advisors's Charter Communications position peaked at $1.41M in Q3 2017.
  • 1,035 funds tracked by Wall St. Rank held Charter Communications as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.