Ameriprise
CHFN

Ameriprise’s Charter Financial Corp CHFN Stock Holding History

Ameriprise’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
-17,090
Closed -$307K – 3808
2017
Q2 		$307K Buy
+17,090
New +$320K ﹤0.01% 3411
2014
Q2 		– Sell
-100
Closed -$1K – 5728
2014
Q1 		$1K Hold
100
– – ﹤0.01% 5222
2013
Q4 		$1K Sell
100
-1,558
-94% -$16.8K ﹤0.01% 5038
2013
Q3 		$18K Buy
1,658
+240
+17% +$2.54K ﹤0.01% 4505
2013
Q2 		$14K Buy
+1,418
New +$14.3K ﹤0.01% 4554

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

Ameriprise's CHFN Position: Q3 2017 in Review

Ameriprise sold out of Charter Financial Corp (CHFN) in Q3 2017, closing a stake of 17,090 shares — an estimated $307K sold.

Ameriprise first reported a position in CHFN in Q2 2013 and held it in 5 quarters. The position peaked at $307K in Q2 2017. 98 funds tracked by Wall St. Rank hold CHFN as of Q3 2017.

  • Ameriprise reported no remaining Charter Financial Corp position as of Q3 2017 after selling out during the quarter.
  • Ameriprise sold 17,090 Charter Financial Corp shares in Q3 2017, an estimated $307K.
  • Ameriprise first reported a position in Charter Financial Corp in Q2 2013 and held it in 5 quarters.
  • Ameriprise's Charter Financial Corp position peaked at $307K in Q2 2017.
  • 98 funds tracked by Wall St. Rank held Charter Financial Corp as of Q3 2017.

Based on Ameriprise's 13F filing for Q3 2017, filed 7 Nov 2017.