FPFS
CHFN

First Personal Financial Services’s Charter Financial Corp CHFN Stock Holding History

First Personal Financial Services’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
Q1 		– Sell
-268
Closed -$4K – 959
2016
Q4 		$4K Buy
+268
New +$3.76K ﹤0.01% 849

Other funds holding CHFN

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

First Personal Financial Services's CHFN Position: Q1 2017 in Review

First Personal Financial Services sold out of Charter Financial Corp (CHFN) in Q1 2017, closing a stake of 268 shares — an estimated $4K sold.

First Personal Financial Services first reported a position in CHFN in Q4 2016 and held it in 1 quarter. The position peaked at $4K in Q4 2016. 97 funds tracked by Wall St. Rank hold CHFN as of Q1 2017.

  • First Personal Financial Services reported no remaining Charter Financial Corp position as of Q1 2017 after selling out during the quarter.
  • First Personal Financial Services sold 268 Charter Financial Corp shares in Q1 2017, an estimated $4K.
  • First Personal Financial Services first reported a position in Charter Financial Corp in Q4 2016 and held it in 1 quarter.
  • First Personal Financial Services's Charter Financial Corp position peaked at $4K in Q4 2016.
  • 97 funds tracked by Wall St. Rank held Charter Financial Corp as of Q1 2017.

Based on First Personal Financial Services's 13F filing for Q1 2017, filed 5 May 2017.