YorkBridge Wealth Partners’s Charter Communications CHTR Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-178	Closed	-$70K	–	253
2019 Q2	$70K	Hold	178	–	–	0.03%	335
2019 Q1	$62K	Hold	178	–	–	0.03%	340
2018 Q4	$51K	Sell	178 -12	-6%	-$3.76K	0.03%	331
2018 Q3	$61K	Hold	190	–	–	0.03%	339
2018 Q2	$56K	Hold	190	–	–	0.02%	352
2018 Q1	$58K	Sell	190 -18	-9%	-$6.33K	0.03%	357
2017 Q4	$77K	Hold	208	–	–	0.04%	324
2017 Q3	$76K	Hold	208	–	–	0.04%	326
2017 Q2	$68K	Sell	208 -159	-43%	-$53K	0.04%	331
2017 Q1	$124K	Hold	367	–	–	0.06%	223
2016 Q4	$101K	Buy	+367	New	+$98.8K	0.06%	238

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

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

YorkBridge Wealth Partners's CHTR Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Charter Communications (CHTR) in Q3 2019, closing a stake of 178 shares — an estimated $70K sold.

YorkBridge Wealth Partners first reported a position in CHTR in Q4 2016 and held it in 11 quarters. The position peaked at $124K in Q1 2017. 771 funds tracked by Wall St. Rank hold CHTR as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Charter Communications position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 178 Charter Communications shares in Q3 2019, an estimated $70K.
YorkBridge Wealth Partners first reported a position in Charter Communications in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Charter Communications position peaked at $124K in Q1 2017.
771 funds tracked by Wall St. Rank held Charter Communications as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.