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Wealthfront’s Charter Communications CHTR Stock Holding History

Wealthfront’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
2018
Q3 		$1.35M Buy
4,137
+119
+3% +$36.3K 0.01% 198
2018
Q2 		$1.18M Buy
4,018
+1,039
+35% +$299K 0.01% 216
2018
Q1 		$927K Buy
2,979
+275
+10% +$96.7K 0.01% 270
2017
Q4 		$908K Sell
2,704
-669
-20% -$227K 0.01% 240
2017
Q3 		$1.23M Buy
3,373
+798
+31% +$297K 0.02% 157
2017
Q2 		$867K Buy
2,575
+120
+5% +$40K 0.01% 173
2017
Q1 		$804K Buy
2,455
+680
+38% +$217K 0.01% 153
2016
Q4 		$511K Buy
+1,775
New +$478K 0.01% 197

Other funds holding CHTR

TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthfront's CHTR Position: Q3 2018 in Review

Wealthfront increased its Charter Communications (CHTR) stake by 3% in Q3 2018, buying an estimated $36.3K and bringing the position to 4,137 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #198.

Wealthfront first reported a position in CHTR in Q4 2016 and has held it in 8 quarters since. 737 funds tracked by Wall St. Rank hold CHTR as of Q3 2018.

  • Wealthfront held 4,137 shares of Charter Communications worth $1.35M as of Q3 2018.
  • Wealthfront bought 119 Charter Communications shares in Q3 2018, an estimated $36.3K.
  • Charter Communications made up 0.01% of Wealthfront's portfolio in Q3 2018, its #198 holding.
  • Wealthfront first reported a position in Charter Communications in Q4 2016 and has held it in 8 quarters since.
  • 737 funds tracked by Wall St. Rank held Charter Communications as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.