EGA
CHFN

Eagle Global Advisors’s Charter Financial Corp CHFN Stock Holding History

Eagle Global Advisors’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
2017
Q3 		– Sell
-14,443
Closed -$260K – 422
2017
Q2 		$260K Hold
14,443
– – 0.01% 314
2017
Q1 		$284K Buy
+14,443
New +$260K 0.01% 295

Other funds holding CHFN

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
IAM
Impax Asset Management Portsmouth, New Hampshire $1.69B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eagle Global Advisors's CHFN Position: Q3 2017 in Review

Eagle Global Advisors sold out of Charter Financial Corp (CHFN) in Q3 2017, closing a stake of 14,443 shares — an estimated $260K sold.

Eagle Global Advisors first reported a position in CHFN in Q1 2017 and held it in 2 quarters. The position peaked at $284K in Q1 2017. 98 funds tracked by Wall St. Rank hold CHFN as of Q3 2017.

  • Eagle Global Advisors reported no remaining Charter Financial Corp position as of Q3 2017 after selling out during the quarter.
  • Eagle Global Advisors sold 14,443 Charter Financial Corp shares in Q3 2017, an estimated $260K.
  • Eagle Global Advisors first reported a position in Charter Financial Corp in Q1 2017 and held it in 2 quarters.
  • Eagle Global Advisors's Charter Financial Corp position peaked at $284K in Q1 2017.
  • 98 funds tracked by Wall St. Rank held Charter Financial Corp as of Q3 2017.

Based on Eagle Global Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.