AG
CHFN

Advisor Group’s Charter Financial Corp CHFN Stock Holding History

Advisor Group’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
2018
Q3 		– Sell
-544
Closed -$13K – 5358
2018
Q2 		$13K Buy
544
+2
+0.4% +$48 ﹤0.01% 3972
2018
Q1 		$11K Buy
542
+2
+0.4% +$39 ﹤0.01% 4049
2017
Q4 		$9K Sell
540
-216
-29% -$3.98K ﹤0.01% 4174
2017
Q3 		$14K Buy
756
+59
+8% +$1.03K ﹤0.01% 3797
2017
Q2 		$13K Buy
697
+2
+0.3% +$37 ﹤0.01% 3808
2017
Q1 		$13K Buy
695
+163
+31% +$2.94K ﹤0.01% 3650
2016
Q4 		$9K Buy
532
+2
+0.4% +$28 ﹤0.01% 3697
2016
Q3 		$7K Buy
530
+2
+0.4% +$26 ﹤0.01% 3781
2016
Q2 		$7K Buy
+528
New +$6.92K ﹤0.01% 3664

Advisor Group's CHFN Position: Q3 2018 in Review

Advisor Group sold out of Charter Financial Corp (CHFN) in Q3 2018, closing a stake of 544 shares — an estimated $13K sold.

Advisor Group first reported a position in CHFN in Q2 2016 and held it in 9 quarters. The position peaked at $14K in Q3 2017. 0 funds tracked by Wall St. Rank hold CHFN as of Q3 2018.

  • Advisor Group reported no remaining Charter Financial Corp position as of Q3 2018 after selling out during the quarter.
  • Advisor Group sold 544 Charter Financial Corp shares in Q3 2018, an estimated $13K.
  • Advisor Group first reported a position in Charter Financial Corp in Q2 2016 and held it in 9 quarters.
  • Advisor Group's Charter Financial Corp position peaked at $14K in Q3 2017.
  • 0 funds tracked by Wall St. Rank held Charter Financial Corp as of Q3 2018.

Based on Advisor Group's 13F filing for Q3 2018, filed 14 Nov 2018.