BCM
CHFN

Basso Capital Management’s Charter Financial Corp CHFN Stock Holding History

Basso Capital Management’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
2013
Q4 		– Sell
-400
Closed -$4K – 102
2013
Q3 		$4K Buy
+400
New +$4.23K ﹤0.01% 95

Other funds holding CHFN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Basso Capital Management's CHFN Position: Q4 2013 in Review

Basso Capital Management sold out of Charter Financial Corp (CHFN) in Q4 2013, closing a stake of 400 shares — an estimated $4K sold.

Basso Capital Management first reported a position in CHFN in Q3 2013 and held it in 1 quarter. The position peaked at $4K in Q3 2013. 72 funds tracked by Wall St. Rank hold CHFN as of Q4 2013.

  • Basso Capital Management reported no remaining Charter Financial Corp position as of Q4 2013 after selling out during the quarter.
  • Basso Capital Management sold 400 Charter Financial Corp shares in Q4 2013, an estimated $4K.
  • Basso Capital Management first reported a position in Charter Financial Corp in Q3 2013 and held it in 1 quarter.
  • Basso Capital Management's Charter Financial Corp position peaked at $4K in Q3 2013.
  • 72 funds tracked by Wall St. Rank held Charter Financial Corp as of Q4 2013.

Based on Basso Capital Management's 13F filing for Q4 2013, filed 13 Feb 2014.