Globeflex Capital’s Charter Financial Corp CHFN Stock Holding History

Globeflex Capital’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 Q2	–	Sell	-54,073	Closed	-$1.1M	–	468
2018 Q1	$1.1M	Sell	54,073 -8,342	-13%	-$162K	0.23%	146
2017 Q4	$1.09M	Hold	62,415	–	–	0.31%	107
2017 Q3	$1.16M	Hold	62,415	–	–	0.33%	101
2017 Q2	$1.12M	Sell	62,415 -1,200	-2%	-$22.5K	0.28%	143
2017 Q1	$1.25M	Buy	63,615 +25,400	+66%	+$458K	0.3%	127
2016 Q4	$637K	Hold	38,215	–	–	0.16%	226
2016 Q3	$492K	Buy	38,215 +142	+0.4%	+$1.87K	0.12%	252
2016 Q2	$506K	Hold	38,073	–	–	0.14%	236
2016 Q1	$514K	Buy	+38,073	New	+$508K	0.14%	228

Other funds holding CHFN

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CCM

Chicago Capital Management Chicago, Illinois $121M AUM 74.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WRBC

W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Globeflex Capital's CHFN Position: Q2 2018 in Review

Globeflex Capital sold out of Charter Financial Corp (CHFN) in Q2 2018, closing a stake of 54,073 shares — an estimated $1.1M sold.

Globeflex Capital first reported a position in CHFN in Q1 2016 and held it in 9 quarters. The position peaked at $1.25M in Q1 2017. 100 funds tracked by Wall St. Rank hold CHFN as of Q2 2018.

Globeflex Capital reported no remaining Charter Financial Corp position as of Q2 2018 after selling out during the quarter.
Globeflex Capital sold 54,073 Charter Financial Corp shares in Q2 2018, an estimated $1.1M.
Globeflex Capital first reported a position in Charter Financial Corp in Q1 2016 and held it in 9 quarters.
Globeflex Capital's Charter Financial Corp position peaked at $1.25M in Q1 2017.
100 funds tracked by Wall St. Rank held Charter Financial Corp as of Q2 2018.

Based on Globeflex Capital's 13F filing for Q2 2018, filed 10 Aug 2018.