GSC
CHFN

Ground Swell Capital’s Charter Financial Corp CHFN Stock Holding History

Ground Swell 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
2014
Q3 		$2K Buy
+200
New +$2.19K ﹤0.01% 1998

Other funds holding CHFN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
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
SCP
Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Ground Swell Capital's CHFN Position: Q3 2014 in Review

Ground Swell Capital opened a new position in Charter Financial Corp (CHFN) in Q3 2014: 200 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1998 among its holdings.

77 funds tracked by Wall St. Rank hold CHFN as of Q3 2014.

  • Ground Swell Capital held 200 shares of Charter Financial Corp worth $2K as of Q3 2014.
  • Charter Financial Corp was a new Ground Swell Capital position in Q3 2014.
  • Charter Financial Corp made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1998 holding.
  • 77 funds tracked by Wall St. Rank held Charter Financial Corp as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.