Creative Planning’s Charter Financial Corp CHFN Stock Holding History

Creative Planning’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
2018 Q3	–	Sell	-9,100	Closed	-$220K	–	2220
2018 Q2	$220K	Buy	+9,100	New	+$217K	﹤0.01%	1582
2017 Q3	–	Sell	-1,755	Closed	-$32K	–	4400
2017 Q2	$32K	Sell	1,755 -524	-23%	-$9.81K	﹤0.01%	2855
2017 Q1	$45K	Buy	2,279 +1	+0%	+$18	﹤0.01%	2562
2016 Q4	$38K	Buy	2,278 +1	+0%	+$14	﹤0.01%	2620
2016 Q3	$29K	Buy	2,277 +2,070	+1,000%	+$27.3K	﹤0.01%	2779
2016 Q2	$3K	Buy	+207	New	+$2.71K	﹤0.01%	3950

Creative Planning's CHFN Position: Q3 2018 in Review

Creative Planning sold out of Charter Financial Corp (CHFN) in Q3 2018, closing a stake of 9,100 shares — an estimated $220K sold.

Creative Planning first reported a position in CHFN in Q2 2016 and held it in 6 quarters. The position peaked at $220K in Q2 2018. 0 funds tracked by Wall St. Rank hold CHFN as of Q3 2018.

Creative Planning reported no remaining Charter Financial Corp position as of Q3 2018 after selling out during the quarter.
Creative Planning sold 9,100 Charter Financial Corp shares in Q3 2018, an estimated $220K.
Creative Planning first reported a position in Charter Financial Corp in Q2 2016 and held it in 6 quarters.
Creative Planning's Charter Financial Corp position peaked at $220K in Q2 2018.
0 funds tracked by Wall St. Rank held Charter Financial Corp as of Q3 2018.

Based on Creative Planning's 13F filing for Q3 2018, filed 25 Oct 2018.