Charles Schwab’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 |
-26,841
| Closed | -$649K | – | 3156 |
|
|
2018
Q2 | $649K | Buy |
26,841
+3,982
| +17% | +$94.9K | ﹤0.01% | 2710 |
|
|
2018
Q1 | $467K | Hold |
22,859
| – | – | ﹤0.01% | 2753 |
|
|
2017
Q4 | $401K | Sell |
22,859
-2,000
| -8% | -$36.8K | ﹤0.01% | 2784 |
|
|
2017
Q3 | $461K | Hold |
24,859
| – | – | ﹤0.01% | 2741 |
|
|
2017
Q2 | $448K | Hold |
24,859
| – | – | ﹤0.01% | 2728 |
|
|
2017
Q1 | $489K | Hold |
24,859
| – | – | ﹤0.01% | 2649 |
|
|
2016
Q4 | $415K | Hold |
24,859
| – | – | ﹤0.01% | 2719 |
|
|
2016
Q3 | $321K | Hold |
24,859
| – | – | ﹤0.01% | 2769 |
|
|
2016
Q2 | $331K | Hold |
24,859
| – | – | ﹤0.01% | 2747 |
|
|
2016
Q1 | $336K | Hold |
24,859
| – | – | ﹤0.01% | 2731 |
|
|
2015
Q4 | $329K | Hold |
24,859
| – | – | ﹤0.01% | 2828 |
|
|
2015
Q3 | $316K | Hold |
24,859
| – | – | ﹤0.01% | 2808 |
|
|
2015
Q2 | $309K | Hold |
24,859
| – | – | ﹤0.01% | 2868 |
|
|
2015
Q1 | $286K | Sell |
24,859
-7,600
| -23% | -$87.4K | ﹤0.01% | 2855 |
|
|
2014
Q4 | $372K | Hold |
32,459
| – | – | ﹤0.01% | 2754 |
|
|
2014
Q3 | $348K | Hold |
32,459
| – | – | ﹤0.01% | 2732 |
|
|
2014
Q2 | $361K | Hold |
32,459
| – | – | ﹤0.01% | 2779 |
|
|
2014
Q1 | $351K | Hold |
32,459
| – | – | ﹤0.01% | 2734 |
|
|
2013
Q4 | $350K | Hold |
32,459
| – | – | ﹤0.01% | 2725 |
|
|
2013
Q3 | $352K | Hold |
32,459
| – | – | ﹤0.01% | 2687 |
|
|
2013
Q2 | $330K | Buy |
+32,459
| New | +$326K | ﹤0.01% | 2697 |
|
Charles Schwab's CHFN Position: Q3 2018 in Review
Charles Schwab sold out of Charter Financial Corp (CHFN) in Q3 2018, closing a stake of 26,841 shares — an estimated $649K sold.
Charles Schwab first reported a position in CHFN in Q2 2013 and held it in 21 quarters. The position peaked at $649K in Q2 2018. 0 funds tracked by Wall St. Rank hold CHFN as of Q3 2018.
- Charles Schwab reported no remaining Charter Financial Corp position as of Q3 2018 after selling out during the quarter.
- Charles Schwab sold 26,841 Charter Financial Corp shares in Q3 2018, an estimated $649K.
- Charles Schwab first reported a position in Charter Financial Corp in Q2 2013 and held it in 21 quarters.
- Charles Schwab's Charter Financial Corp position peaked at $649K in Q2 2018.
- 0 funds tracked by Wall St. Rank held Charter Financial Corp as of Q3 2018.
Based on Charles Schwab's 13F filing for Q3 2018, filed 13 Nov 2018.