FGC
CHFN

Financial Gravity Companies’s Charter Financial Corp CHFN Stock Holding History

Financial Gravity Companies’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
Q1 		$3K Buy
112
+3
+3% +$58 ﹤0.01% 907
2017
Q4 		$2K Buy
+109
New +$2.01K ﹤0.01% 1018

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
IAM
Impax Asset Management Portsmouth, New Hampshire $1.69B AUM 16.26% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Financial Gravity Companies's CHFN Position: Q1 2018 in Review

Financial Gravity Companies increased its Charter Financial Corp (CHFN) stake by 2.8% in Q1 2018, buying an estimated $58 and bringing the position to 112 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

Financial Gravity Companies first reported a position in CHFN in Q4 2017 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold CHFN as of Q1 2018.

  • Financial Gravity Companies held 112 shares of Charter Financial Corp worth $3K as of Q1 2018.
  • Financial Gravity Companies bought 3 Charter Financial Corp shares in Q1 2018, an estimated $58.
  • Charter Financial Corp made up ﹤0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #907 holding.
  • Financial Gravity Companies first reported a position in Charter Financial Corp in Q4 2017 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held Charter Financial Corp as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.