CRC
CHFN

Curi RMB Capital’s Charter Financial Corp CHFN Stock Holding History

Curi RMB Capital’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
Q2 		– Sell
-40,651
Closed -$829K – 1004
2018
Q1 		$829K Buy
+40,651
New +$787K 0.02% 540

Other funds holding CHFN

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Curi RMB Capital's CHFN Position: Q2 2018 in Review

Curi RMB Capital sold out of Charter Financial Corp (CHFN) in Q2 2018, closing a stake of 40,651 shares — an estimated $829K sold.

Curi RMB Capital first reported a position in CHFN in Q1 2018 and held it in 1 quarter. The position peaked at $829K in Q1 2018. 100 funds tracked by Wall St. Rank hold CHFN as of Q2 2018.

  • Curi RMB Capital reported no remaining Charter Financial Corp position as of Q2 2018 after selling out during the quarter.
  • Curi RMB Capital sold 40,651 Charter Financial Corp shares in Q2 2018, an estimated $829K.
  • Curi RMB Capital first reported a position in Charter Financial Corp in Q1 2018 and held it in 1 quarter.
  • Curi RMB Capital's Charter Financial Corp position peaked at $829K in Q1 2018.
  • 100 funds tracked by Wall St. Rank held Charter Financial Corp as of Q2 2018.

Based on Curi RMB Capital's 13F filing for Q2 2018, filed 13 Aug 2018.