Dimensional Fund Advisors’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 |
-499,171
| Closed | -$12.1M | – | 3450 |
|
|
2018
Q2 | $12.1M | Buy |
499,171
+15,779
| +3% | +$376K | ﹤0.01% | 2340 |
|
|
2018
Q1 | $9.86M | Buy |
483,392
+40,098
| +9% | +$777K | ﹤0.01% | 2385 |
|
|
2017
Q4 | $7.78M | Buy |
443,294
+33,247
| +8% | +$612K | ﹤0.01% | 2463 |
|
|
2017
Q3 | $7.6M | Buy |
410,047
+44,598
| +12% | +$775K | ﹤0.01% | 2474 |
|
|
2017
Q2 | $6.58M | Buy |
365,449
+52,104
| +17% | +$975K | ﹤0.01% | 2496 |
|
|
2017
Q1 | $6.16M | Buy |
313,345
+34,939
| +13% | +$630K | ﹤0.01% | 2491 |
|
|
2016
Q4 | $4.64M | Buy |
278,406
+15,257
| +6% | +$214K | ﹤0.01% | 2572 |
|
|
2016
Q3 | $3.39M | Buy |
263,149
+19,379
| +8% | +$255K | ﹤0.01% | 2631 |
|
|
2016
Q2 | $3.24M | Buy |
243,770
+38,069
| +19% | +$499K | ﹤0.01% | 2634 |
|
|
2016
Q1 | $2.78M | Buy |
205,701
+50,400
| +32% | +$672K | ﹤0.01% | 2680 |
|
|
2015
Q4 | $2.05M | Buy |
155,301
+41,188
| +36% | +$540K | ﹤0.01% | 2800 |
|
|
2015
Q3 | $1.45M | Buy |
114,113
+28,952
| +34% | +$358K | ﹤0.01% | 2909 |
|
|
2015
Q2 | $1.06M | Buy |
85,161
+20,968
| +33% | +$254K | ﹤0.01% | 3012 |
|
|
2015
Q1 | $738K | Buy |
64,193
+18,542
| +41% | +$213K | ﹤0.01% | 3048 |
|
|
2014
Q4 | $523K | Sell |
45,651
-943
| -2% | -$10.6K | ﹤0.01% | 3128 |
|
|
2014
Q3 | $499K | Sell |
46,594
-1,371
| -3% | -$15K | ﹤0.01% | 3152 |
|
|
2014
Q2 | $532K | Sell |
47,965
-1,429
| -3% | -$15.5K | ﹤0.01% | 3179 |
|
|
2014
Q1 | $534K | Hold |
49,394
| – | – | ﹤0.01% | 3179 |
|
|
2013
Q4 | $532K | Hold |
49,394
| – | – | ﹤0.01% | 3160 |
|
|
2013
Q3 | $533K | Sell |
49,394
-5,243
| -10% | -$55.4K | ﹤0.01% | 3179 |
|
|
2013
Q2 | $551K | Buy |
+54,637
| New | +$549K | ﹤0.01% | 3153 |
|
Dimensional Fund Advisors's CHFN Position: Q3 2018 in Review
Dimensional Fund Advisors sold out of Charter Financial Corp (CHFN) in Q3 2018, closing a stake of 499,171 shares — an estimated $12.1M sold.
Dimensional Fund Advisors first reported a position in CHFN in Q2 2013 and held it in 21 quarters. The position peaked at $12.1M in Q2 2018. 0 funds tracked by Wall St. Rank hold CHFN as of Q3 2018.
- Dimensional Fund Advisors reported no remaining Charter Financial Corp position as of Q3 2018 after selling out during the quarter.
- Dimensional Fund Advisors sold 499,171 Charter Financial Corp shares in Q3 2018, an estimated $12.1M.
- Dimensional Fund Advisors first reported a position in Charter Financial Corp in Q2 2013 and held it in 21 quarters.
- Dimensional Fund Advisors's Charter Financial Corp position peaked at $12.1M in Q2 2018.
- 0 funds tracked by Wall St. Rank held Charter Financial Corp as of Q3 2018.
Based on Dimensional Fund Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.