Bank of Montreal’s Charter Financial Corp CHFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-318
| Closed | -$8K | – | 5007 |
|
|
2018
Q2 | $8K | Buy |
318
+86
| +37% | +$2.05K | ﹤0.01% | 4037 |
|
|
2018
Q1 | $5K | Hold |
232
| – | – | ﹤0.01% | 3937 |
|
|
2017
Q4 | $4K | Hold |
232
| – | – | ﹤0.01% | 3985 |
|
|
2017
Q3 | $4K | Sell |
232
-124
| -35% | -$2.16K | ﹤0.01% | 3934 |
|
|
2017
Q2 | $6K | Hold |
356
| – | – | ﹤0.01% | 3854 |
|
|
2017
Q1 | $7K | Hold |
356
| – | – | ﹤0.01% | 3659 |
|
|
2016
Q4 | $5K | Hold |
356
| – | – | ﹤0.01% | 3763 |
|
|
2016
Q3 | $5K | Hold |
356
| – | – | ﹤0.01% | 3723 |
|
|
2016
Q2 | $5K | Hold |
356
| – | – | ﹤0.01% | 3756 |
|
|
2016
Q1 | $5K | Hold |
356
| – | – | ﹤0.01% | 3817 |
|
|
2015
Q4 | $5K | Buy |
+356
| New | +$4.67K | ﹤0.01% | 3821 |
|
|
2014
Q3 | – | Sell |
-560
| Closed | -$6K | – | 4644 |
|
|
2014
Q2 | $6K | Buy |
+560
| New | +$6.07K | ﹤0.01% | 4118 |
|
Bank of Montreal's CHFN Position: Q3 2018 in Review
Bank of Montreal sold out of Charter Financial Corp (CHFN) in Q3 2018, closing a stake of 318 shares — an estimated $8K sold.
Bank of Montreal first reported a position in CHFN in Q2 2014 and held it in 12 quarters. The position peaked at $8K in Q2 2018. 0 funds tracked by Wall St. Rank hold CHFN as of Q3 2018.
- Bank of Montreal reported no remaining Charter Financial Corp position as of Q3 2018 after selling out during the quarter.
- Bank of Montreal sold 318 Charter Financial Corp shares in Q3 2018, an estimated $8K.
- Bank of Montreal first reported a position in Charter Financial Corp in Q2 2014 and held it in 12 quarters.
- Bank of Montreal's Charter Financial Corp position peaked at $8K in Q2 2018.
- 0 funds tracked by Wall St. Rank held Charter Financial Corp as of Q3 2018.
Based on Bank of Montreal's 13F filing for Q3 2018, filed 12 Oct 2018.