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Zacks Investment Management’s Charter Communications CHTR Stock Holding History

Zacks Investment Management’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
2014
Q4 		– Sell
-3,114
Closed -$471K – 647
2014
Q3 		$471K Sell
3,114
-2,539
-45% -$402K 0.02% 421
2014
Q2 		$895K Buy
5,653
+19
+0.3% +$2.62K 0.03% 283
2014
Q1 		$694K Buy
+5,634
New +$738K 0.03% 324

Other funds holding CHTR

SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Zacks Investment Management's CHTR Position: Q4 2014 in Review

Zacks Investment Management sold out of Charter Communications (CHTR) in Q4 2014, closing a stake of 3,114 shares — an estimated $471K sold.

Zacks Investment Management first reported a position in CHTR in Q1 2014 and held it in 3 quarters. The position peaked at $895K in Q2 2014. 309 funds tracked by Wall St. Rank hold CHTR as of Q4 2014.

  • Zacks Investment Management reported no remaining Charter Communications position as of Q4 2014 after selling out during the quarter.
  • Zacks Investment Management sold 3,114 Charter Communications shares in Q4 2014, an estimated $471K.
  • Zacks Investment Management first reported a position in Charter Communications in Q1 2014 and held it in 3 quarters.
  • Zacks Investment Management's Charter Communications position peaked at $895K in Q2 2014.
  • 309 funds tracked by Wall St. Rank held Charter Communications as of Q4 2014.

Based on Zacks Investment Management's 13F filing for Q4 2014, filed 13 Feb 2015.