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Shine Investment Advisory Services’s Charter Communications CHTR Stock Holding History

Shine Investment Advisory Services’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
Q3 		$37K Buy
+59
New +$34.8K 0.01% 355
2018
Q2 		– Sell
-83
Closed -$26K – 648
2018
Q1 		$26K Sell
83
-42
-34% -$14.8K 0.01% 420
2017
Q4 		$42K Buy
125
+11
+10% +$3.74K 0.02% 337
2017
Q3 		$41K Buy
+114
New +$42.4K 0.02% 330

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 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

Shine Investment Advisory Services's CHTR Position: Q3 2020 in Review

Shine Investment Advisory Services opened a new position in Charter Communications (CHTR) in Q3 2020: 59 shares worth $37K. The stake represents 0.01% of the portfolio and ranks #355 among its holdings. This is a return to the name: Shine Investment Advisory Services previously reported a position in CHTR as recently as Q1 2018.

Shine Investment Advisory Services first reported a position in CHTR in Q3 2017 and has held it in 4 quarters since. The position peaked at $42K in Q4 2017. 983 funds tracked by Wall St. Rank hold CHTR as of Q3 2020.

  • Shine Investment Advisory Services held 59 shares of Charter Communications worth $37K as of Q3 2020.
  • Charter Communications was a new Shine Investment Advisory Services position in Q3 2020.
  • Charter Communications made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #355 holding.
  • Shine Investment Advisory Services first reported a position in Charter Communications in Q3 2017 and has held it in 4 quarters since.
  • Shine Investment Advisory Services's Charter Communications position peaked at $42K in Q4 2017.
  • 983 funds tracked by Wall St. Rank held Charter Communications as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.