LA
CHFN

Lynch & Associates’s Charter Financial Corp CHFN Stock Holding History

Lynch & Associates’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
2013
Q3 		– Sell
-32,531
Closed -$328K – 100
2013
Q2 		$328K Buy
+32,531
New +$327K 0.23% 81

Other funds holding CHFN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
MCM
Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

Lynch & Associates's CHFN Position: Q3 2013 in Review

Lynch & Associates sold out of Charter Financial Corp (CHFN) in Q3 2013, closing a stake of 32,531 shares — an estimated $328K sold.

Lynch & Associates first reported a position in CHFN in Q2 2013 and held it in 1 quarter. The position peaked at $328K in Q2 2013. 77 funds tracked by Wall St. Rank hold CHFN as of Q3 2013.

  • Lynch & Associates reported no remaining Charter Financial Corp position as of Q3 2013 after selling out during the quarter.
  • Lynch & Associates sold 32,531 Charter Financial Corp shares in Q3 2013, an estimated $328K.
  • Lynch & Associates first reported a position in Charter Financial Corp in Q2 2013 and held it in 1 quarter.
  • Lynch & Associates's Charter Financial Corp position peaked at $328K in Q2 2013.
  • 77 funds tracked by Wall St. Rank held Charter Financial Corp as of Q3 2013.

Based on Lynch & Associates's 13F filing for Q3 2013, filed 16 Oct 2013.