CS
CHFN

Credit Suisse’s Charter Financial Corp CHFN Stock Holding History

Credit Suisse’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
2016
Q3 		– Sell
-11,547
Closed -$154K – 4358
2016
Q2 		$154K Buy
+11,547
New +$151K ﹤0.01% 3961
2014
Q4 		– Sell
-18,456
Closed -$197K – 4810
2014
Q3 		$197K Buy
18,456
+319
+2% +$3.49K ﹤0.01% 4144
2014
Q2 		$202K Sell
18,137
-6,065
-25% -$65.7K ﹤0.01% 4358
2014
Q1 		$262K Buy
24,202
+2,159
+10% +$23.1K ﹤0.01% 4188
2013
Q4 		$237K Buy
22,043
+11,911
+118% +$129K ﹤0.01% 4233
2013
Q3 		$109K Buy
+10,132
New +$107K ﹤0.01% 4095

Other funds holding CHFN

PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
IAM
Impax Asset Management Portsmouth, New Hampshire $1.69B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Credit Suisse's CHFN Position: Q3 2016 in Review

Credit Suisse sold out of Charter Financial Corp (CHFN) in Q3 2016, closing a stake of 11,547 shares — an estimated $154K sold.

Credit Suisse first reported a position in CHFN in Q3 2013 and held it in 6 quarters. The position peaked at $262K in Q1 2014. 85 funds tracked by Wall St. Rank hold CHFN as of Q3 2016.

  • Credit Suisse reported no remaining Charter Financial Corp position as of Q3 2016 after selling out during the quarter.
  • Credit Suisse sold 11,547 Charter Financial Corp shares in Q3 2016, an estimated $154K.
  • Credit Suisse first reported a position in Charter Financial Corp in Q3 2013 and held it in 6 quarters.
  • Credit Suisse's Charter Financial Corp position peaked at $262K in Q1 2014.
  • 85 funds tracked by Wall St. Rank held Charter Financial Corp as of Q3 2016.

Based on Credit Suisse's 13F filing for Q3 2016, filed 15 Nov 2016.