First Trust Capital Management’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
-219,197
Closed -$5.29M 71
2018
Q2
$5.29M Buy
+219,197
New +$5.22M 0.76% 33

First Trust Capital Management's CHFN Position: Q3 2018 in Review

First Trust Capital Management sold out of Charter Financial Corp (CHFN) in Q3 2018, closing a stake of 219,197 shares — an estimated $5.29M sold.

First Trust Capital Management first reported a position in CHFN in Q2 2018 and held it in 1 quarter. The position peaked at $5.29M in Q2 2018. 0 funds tracked by Wall St. Rank hold CHFN as of Q3 2018.

  • First Trust Capital Management reported no remaining Charter Financial Corp position as of Q3 2018 after selling out during the quarter.
  • First Trust Capital Management sold 219,197 Charter Financial Corp shares in Q3 2018, an estimated $5.29M.
  • First Trust Capital Management first reported a position in Charter Financial Corp in Q2 2018 and held it in 1 quarter.
  • First Trust Capital Management's Charter Financial Corp position peaked at $5.29M in Q2 2018.
  • 0 funds tracked by Wall St. Rank held Charter Financial Corp as of Q3 2018.

Based on First Trust Capital Management's 13F filing for Q3 2018, filed 14 Nov 2018.