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WFG Advisors’s Charter Communications CHTR Stock Holding History

WFG 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
2017
Q2 		$5K Hold
15
– – ﹤0.01% 1272
2017
Q1 		$5K Hold
15
– – ﹤0.01% 1208
2016
Q4 		$4K Hold
15
– – ﹤0.01% 1297
2016
Q3 		$4K Hold
15
– – ﹤0.01% 1297
2016
Q2 		$3K Buy
+15
New +$3.22K ﹤0.01% 1312

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WFG Advisors's CHTR Position: Q2 2017 in Review

WFG Advisors held its Charter Communications (CHTR) position steady in Q2 2017 at 15 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

WFG Advisors first reported a position in CHTR in Q2 2016 and has held it in 5 quarters since. 743 funds tracked by Wall St. Rank hold CHTR as of Q2 2017.

  • WFG Advisors held 15 shares of Charter Communications worth $5K as of Q2 2017.
  • WFG Advisors left its Charter Communications share count unchanged in Q2 2017.
  • Charter Communications made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1272 holding.
  • WFG Advisors first reported a position in Charter Communications in Q2 2016 and has held it in 5 quarters since.
  • 743 funds tracked by Wall St. Rank held Charter Communications as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.