Baird Financial Group
CHFN

Baird Financial Group’s Charter Financial Corp CHFN Stock Holding History

Baird Financial 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
2017
Q1 		– Sell
-73,647
Closed -$1.23M – 1266
2016
Q4 		$1.23M Buy
73,647
+6,006
+9% +$84.3K 0.01% 701
2016
Q3 		$871K Buy
67,641
+4,731
+8% +$62.3K 0.01% 793
2016
Q2 		$835K Sell
62,910
-5,154
-8% -$67.5K 0.01% 790
2016
Q1 		$919K Buy
68,064
+12,069
+22% +$161K 0.01% 742
2015
Q4 		$740K Sell
55,995
-1,280
-2% -$16.8K 0.01% 791
2015
Q3 		$726K Buy
57,275
+2,535
+5% +$31.3K 0.01% 805
2015
Q2 		$679K Buy
+54,740
New +$664K 0.01% 871

Other funds holding CHFN

PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
IAM
Impax Asset Management Portsmouth, New Hampshire $1.69B AUM 16.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baird Financial Group's CHFN Position: Q1 2017 in Review

Baird Financial Group sold out of Charter Financial Corp (CHFN) in Q1 2017, closing a stake of 73,647 shares — an estimated $1.23M sold.

Baird Financial Group first reported a position in CHFN in Q2 2015 and held it in 7 quarters. The position peaked at $1.23M in Q4 2016. 97 funds tracked by Wall St. Rank hold CHFN as of Q1 2017.

  • Baird Financial Group reported no remaining Charter Financial Corp position as of Q1 2017 after selling out during the quarter.
  • Baird Financial Group sold 73,647 Charter Financial Corp shares in Q1 2017, an estimated $1.23M.
  • Baird Financial Group first reported a position in Charter Financial Corp in Q2 2015 and held it in 7 quarters.
  • Baird Financial Group's Charter Financial Corp position peaked at $1.23M in Q4 2016.
  • 97 funds tracked by Wall St. Rank held Charter Financial Corp as of Q1 2017.

Based on Baird Financial Group's 13F filing for Q1 2017, filed 9 May 2017.