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Security National Trust’s Charter Communications CHTR Stock Holding History

Security National Trust’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
2015
Q1 		– Sell
-80
Closed -$13K – 479
2014
Q4 		$13K Buy
80
+52
+186% +$8.22K ﹤0.01% 386
2014
Q3 		$4K Buy
+28
New +$4.44K ﹤0.01% 473

Other funds holding CHTR

SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return

Security National Trust's CHTR Position: Q1 2015 in Review

Security National Trust sold out of Charter Communications (CHTR) in Q1 2015, closing a stake of 80 shares — an estimated $13K sold.

Security National Trust first reported a position in CHTR in Q3 2014 and held it in 2 quarters. The position peaked at $13K in Q4 2014. 320 funds tracked by Wall St. Rank hold CHTR as of Q1 2015.

  • Security National Trust reported no remaining Charter Communications position as of Q1 2015 after selling out during the quarter.
  • Security National Trust sold 80 Charter Communications shares in Q1 2015, an estimated $13K.
  • Security National Trust first reported a position in Charter Communications in Q3 2014 and held it in 2 quarters.
  • Security National Trust's Charter Communications position peaked at $13K in Q4 2014.
  • 320 funds tracked by Wall St. Rank held Charter Communications as of Q1 2015.

Based on Security National Trust's 13F filing for Q1 2015, filed 30 Apr 2015.