LBS
CHFN

Lawrence B. Seidman’s Charter Financial Corp CHFN Stock Holding History

Lawrence B. Seidman’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
Q4 		– Sell
-71,634
Closed -$766K – 26
2014
Q3 		$766K Sell
71,634
-35,000
-33% -$383K 0.55% 25
2014
Q2 		$1.24M Sell
106,634
-324,321
-75% -$3.51M 0.67% 20
2014
Q1 		$4.66M Buy
430,955
+7,029
+2% +$75.1K 2.88% 9
2013
Q4 		$4.57M Buy
+423,926
New +$4.57M 2.88% 8

Other funds holding CHFN

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
LA
Lucus Advisors New York $57.7M AUM 0.6% 1-Year Est. Return

Lawrence B. Seidman's CHFN Position: Q4 2014 in Review

Lawrence B. Seidman sold out of Charter Financial Corp (CHFN) in Q4 2014, closing a stake of 71,634 shares — an estimated $766K sold.

Lawrence B. Seidman first reported a position in CHFN in Q4 2013 and held it in 4 quarters. The position peaked at $4.66M in Q1 2014. 73 funds tracked by Wall St. Rank hold CHFN as of Q4 2014.

  • Lawrence B. Seidman reported no remaining Charter Financial Corp position as of Q4 2014 after selling out during the quarter.
  • Lawrence B. Seidman sold 71,634 Charter Financial Corp shares in Q4 2014, an estimated $766K.
  • Lawrence B. Seidman first reported a position in Charter Financial Corp in Q4 2013 and held it in 4 quarters.
  • Lawrence B. Seidman's Charter Financial Corp position peaked at $4.66M in Q1 2014.
  • 73 funds tracked by Wall St. Rank held Charter Financial Corp as of Q4 2014.

Based on Lawrence B. Seidman's 13F filing for Q4 2014, filed 10 Feb 2015.