AIM
CHFN

Acrospire Investment Management’s Charter Financial Corp CHFN Stock Holding History

Acrospire Investment Management’s Portfolio CHFN Stock Details CHFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3,343
Closed -$60K – 1955
2017
Q2 		$60K Buy
+3,343
New +$62.6K 0.06% 691
2017
Q1 		– Sell
-2,339
Closed -$39K – 2656
2016
Q4 		$39K Buy
+2,339
New +$32.8K 0.02% 1528
2016
Q2 		– Sell
-1,563
Closed -$21K – 2405
2016
Q1 		$21K Buy
+1,563
New +$20.9K 0.01% 1526

Other funds holding CHFN

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
IAM
Impax Asset Management Portsmouth, New Hampshire $1.69B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acrospire Investment Management's CHFN Position: Q3 2017 in Review

Acrospire Investment Management sold out of Charter Financial Corp (CHFN) in Q3 2017, closing a stake of 3,343 shares — an estimated $60K sold.

Acrospire Investment Management first reported a position in CHFN in Q1 2016 and held it in 3 quarters. The position peaked at $60K in Q2 2017. 98 funds tracked by Wall St. Rank hold CHFN as of Q3 2017.

  • Acrospire Investment Management reported no remaining Charter Financial Corp position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 3,343 Charter Financial Corp shares in Q3 2017, an estimated $60K.
  • Acrospire Investment Management first reported a position in Charter Financial Corp in Q1 2016 and held it in 3 quarters.
  • Acrospire Investment Management's Charter Financial Corp position peaked at $60K in Q2 2017.
  • 98 funds tracked by Wall St. Rank held Charter Financial Corp as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.