Squar Milner Financial Services’s Charter Communications CHTR Stock Holding History

Squar Milner Financial 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 Q2	–	Sell	-10	Closed	-$4K	–	296
2020 Q1	$4K	Hold	10	–	–	﹤0.01%	610
2019 Q4	$4K	Buy	+10	New	+$4.6K	﹤0.01%	660
2019 Q3	–	Sell	-14	Closed	-$6K	–	304
2019 Q2	$6K	Hold	14	–	–	﹤0.01%	567
2019 Q1	$4K	Hold	14	–	–	﹤0.01%	685
2018 Q4	$4K	Hold	14	–	–	﹤0.01%	587
2018 Q3	$5K	Sell	14 -32	-70%	-$9.77K	﹤0.01%	593
2018 Q2	$13K	Buy	+46	New	+$13.2K	0.01%	536

Other funds holding CHTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

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

Squar Milner Financial Services's CHTR Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Charter Communications (CHTR) in Q2 2020, closing a stake of 10 shares — an estimated $4K sold.

Squar Milner Financial Services first reported a position in CHTR in Q2 2018 and held it in 7 quarters. The position peaked at $13K in Q2 2018. 924 funds tracked by Wall St. Rank hold CHTR as of Q2 2020.

Squar Milner Financial Services reported no remaining Charter Communications position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 10 Charter Communications shares in Q2 2020, an estimated $4K.
Squar Milner Financial Services first reported a position in Charter Communications in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Charter Communications position peaked at $13K in Q2 2018.
924 funds tracked by Wall St. Rank held Charter Communications as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.