Mackenzie Financial’s Charter Financial Corp CHFN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-24,466
Closed -$591K 1180
2018
Q2
$591K Hold
24,466
﹤0.01% 758
2018
Q1
$499K Buy
24,466
+4,158
+20% +$80.5K ﹤0.01% 737
2017
Q4
$356K Buy
20,308
+6,051
+42% +$111K ﹤0.01% 734
2017
Q3
$264K Buy
14,257
+2,049
+17% +$35.6K ﹤0.01% 572
2017
Q2
$220K Buy
+12,208
New +$228K ﹤0.01% 583

Mackenzie Financial's CHFN Position: Q3 2018 in Review

Mackenzie Financial sold out of Charter Financial Corp (CHFN) in Q3 2018, closing a stake of 24,466 shares — an estimated $591K sold.

Mackenzie Financial first reported a position in CHFN in Q2 2017 and held it in 5 quarters. The position peaked at $591K in Q2 2018. 0 funds tracked by Wall St. Rank hold CHFN as of Q3 2018.

  • Mackenzie Financial reported no remaining Charter Financial Corp position as of Q3 2018 after selling out during the quarter.
  • Mackenzie Financial sold 24,466 Charter Financial Corp shares in Q3 2018, an estimated $591K.
  • Mackenzie Financial first reported a position in Charter Financial Corp in Q2 2017 and held it in 5 quarters.
  • Mackenzie Financial's Charter Financial Corp position peaked at $591K in Q2 2018.
  • 0 funds tracked by Wall St. Rank held Charter Financial Corp as of Q3 2018.

Based on Mackenzie Financial's 13F filing for Q3 2018, filed 15 Nov 2018.