B
CHFN

Baird’s Charter Financial Corp CHFN Stock Holding History

Baird’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
2015
Q1 		$616K Buy
53,555
+3,525
+7% +$40.5K 0.01% 896
2014
Q4 		$573K Buy
50,030
+1,830
+4% +$20.5K 0.01% 896
2014
Q3 		$516K Buy
48,200
+12,270
+34% +$134K 0.01% 823
2014
Q2 		$399K Buy
35,930
+535
+2% +$5.8K 0.01% 905
2014
Q1 		$383K Buy
35,395
+455
+1% +$4.86K 0.01% 937
2013
Q4 		$376K Buy
+34,940
New +$377K 0.01% 917

Other funds holding CHFN

PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
LA
Lucus Advisors New York $57.7M AUM 0.6% 1-Year Est. Return

Baird's CHFN Position: Q1 2015 in Review

Baird increased its Charter Financial Corp (CHFN) stake by 7% in Q1 2015, buying an estimated $40.5K and bringing the position to 53,555 shares worth $616K. The position accounts for 0.01% of the portfolio, ranked #896.

Baird first reported a position in CHFN in Q4 2013 and has held it in 6 quarters since. 71 funds tracked by Wall St. Rank hold CHFN as of Q1 2015.

  • Baird held 53,555 shares of Charter Financial Corp worth $616K as of Q1 2015.
  • Baird bought 3,525 Charter Financial Corp shares in Q1 2015, an estimated $40.5K.
  • Charter Financial Corp made up 0.01% of Baird's portfolio in Q1 2015, its #896 holding.
  • Baird first reported a position in Charter Financial Corp in Q4 2013 and has held it in 6 quarters since.
  • 71 funds tracked by Wall St. Rank held Charter Financial Corp as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.