LSV Asset Management
CHFN

LSV Asset Management’s Charter Financial Corp CHFN Stock Holding History

LSV Asset 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
2017
Q1 		– Sell
-3,218
Closed -$53K – 1072
2016
Q4 		$53K Buy
+3,218
New +$45.2K ﹤0.01% 987

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
IAM
Impax Asset Management Portsmouth, New Hampshire $1.69B AUM 16.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management's CHFN Position: Q1 2017 in Review

LSV Asset Management sold out of Charter Financial Corp (CHFN) in Q1 2017, closing a stake of 3,218 shares — an estimated $53K sold.

LSV Asset Management first reported a position in CHFN in Q4 2016 and held it in 1 quarter. The position peaked at $53K in Q4 2016. 97 funds tracked by Wall St. Rank hold CHFN as of Q1 2017.

  • LSV Asset Management reported no remaining Charter Financial Corp position as of Q1 2017 after selling out during the quarter.
  • LSV Asset Management sold 3,218 Charter Financial Corp shares in Q1 2017, an estimated $53K.
  • LSV Asset Management first reported a position in Charter Financial Corp in Q4 2016 and held it in 1 quarter.
  • LSV Asset Management's Charter Financial Corp position peaked at $53K in Q4 2016.
  • 97 funds tracked by Wall St. Rank held Charter Financial Corp as of Q1 2017.

Based on LSV Asset Management's 13F filing for Q1 2017, filed 2 May 2017.