GWM
CHFN

Gupta Wealth Management’s Charter Financial Corp CHFN Stock Holding History

Gupta Wealth 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
2016
Q1 		$21K Buy
1,575
+1,175
+294% +$15.7K ﹤0.01% 650
2015
Q4 		$5K Buy
+400
New +$5.25K ﹤0.01% 1027

Other funds holding CHFN

PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

Gupta Wealth Management's CHFN Position: Q1 2016 in Review

Gupta Wealth Management increased its Charter Financial Corp (CHFN) stake by 294% in Q1 2016, buying an estimated $15.7K and bringing the position to 1,575 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Gupta Wealth Management first reported a position in CHFN in Q4 2015 and has held it in 2 quarters since. 83 funds tracked by Wall St. Rank hold CHFN as of Q1 2016.

  • Gupta Wealth Management held 1,575 shares of Charter Financial Corp worth $21K as of Q1 2016.
  • Gupta Wealth Management bought 1,175 Charter Financial Corp shares in Q1 2016, an estimated $15.7K.
  • Charter Financial Corp made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #650 holding.
  • Gupta Wealth Management first reported a position in Charter Financial Corp in Q4 2015 and has held it in 2 quarters since.
  • 83 funds tracked by Wall St. Rank held Charter Financial Corp as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.