Gruss Capital Management’s Charter Financial Corp CHFN Stock Holding History

Gruss Capital Management’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
2015 Q3	–	Sell	-150,000	Closed	-$1.86M	–	95
2015 Q2	$1.86M	Hold	150,000	–	–	0.07%	67
2015 Q1	$1.73M	Sell	150,000 -1,784	-1%	-$20.5K	0.07%	64
2014 Q4	$1.74M	Sell	151,784 -139,926	-48%	-$1.57M	0.05%	79
2014 Q3	$3.12M	Sell	291,710 -13,748	-5%	-$150K	0.14%	49
2014 Q2	$3.39M	Buy	305,458 +1,479	+0.5%	+$16K	0.16%	52
2014 Q1	$3.29M	Buy	303,979 +3,979	+1%	+$42.5K	0.2%	43
2013 Q4	$3.23M	Hold	300,000	–	–	0.24%	38
2013 Q3	$3.24M	Hold	300,000	–	–	0.32%	37
2013 Q2	$3.02M	Buy	+300,000	New	+$3.02M	0.32%	34

Other funds holding CHFN

PCMF

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

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

Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return

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

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

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

SCP

Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Gruss Capital Management's CHFN Position: Q3 2015 in Review

Gruss Capital Management sold out of Charter Financial Corp (CHFN) in Q3 2015, closing a stake of 150,000 shares — an estimated $1.86M sold.

Gruss Capital Management first reported a position in CHFN in Q2 2013 and held it in 9 quarters. The position peaked at $3.39M in Q2 2014. 71 funds tracked by Wall St. Rank hold CHFN as of Q3 2015.

Gruss Capital Management reported no remaining Charter Financial Corp position as of Q3 2015 after selling out during the quarter.
Gruss Capital Management sold 150,000 Charter Financial Corp shares in Q3 2015, an estimated $1.86M.
Gruss Capital Management first reported a position in Charter Financial Corp in Q2 2013 and held it in 9 quarters.
Gruss Capital Management's Charter Financial Corp position peaked at $3.39M in Q2 2014.
71 funds tracked by Wall St. Rank held Charter Financial Corp as of Q3 2015.

Based on Gruss Capital Management's 13F filing for Q3 2015, filed 16 Nov 2015.