Equitable Trust’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
-18,643
Closed -$450K 311
2018
Q2
$450K Buy
+18,643
New +$444K 0.06% 198

Equitable Trust's CHFN Position: Q3 2018 in Review

Equitable Trust sold out of Charter Financial Corp (CHFN) in Q3 2018, closing a stake of 18,643 shares — an estimated $450K sold.

Equitable Trust first reported a position in CHFN in Q2 2018 and held it in 1 quarter. The position peaked at $450K in Q2 2018. 0 funds tracked by Wall St. Rank hold CHFN as of Q3 2018.

  • Equitable Trust reported no remaining Charter Financial Corp position as of Q3 2018 after selling out during the quarter.
  • Equitable Trust sold 18,643 Charter Financial Corp shares in Q3 2018, an estimated $450K.
  • Equitable Trust first reported a position in Charter Financial Corp in Q2 2018 and held it in 1 quarter.
  • Equitable Trust's Charter Financial Corp position peaked at $450K in Q2 2018.
  • 0 funds tracked by Wall St. Rank held Charter Financial Corp as of Q3 2018.

Based on Equitable Trust's 13F filing for Q3 2018, filed 15 Nov 2018.