MCM
CHFN

Maltese Capital Management’s Charter Financial Corp CHFN Stock Holding History

Maltese Capital 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
2014
Q2 		– Sell
-600,400
Closed -$6.49M – 202
2014
Q1 		$6.49M Buy
600,400
+10,800
+2% +$115K 0.79% 42
2013
Q4 		$6.35M Sell
589,600
-59,800
-9% -$645K 0.65% 55
2013
Q3 		$7.01M Buy
649,400
+99,400
+18% +$1.05M 0.74% 46
2013
Q2 		$5.54M Buy
+550,000
New +$5.53M 0.58% 68

Other funds holding CHFN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

Maltese Capital Management's CHFN Position: Q2 2014 in Review

Maltese Capital Management sold out of Charter Financial Corp (CHFN) in Q2 2014, closing a stake of 600,400 shares — an estimated $6.49M sold.

Maltese Capital Management first reported a position in CHFN in Q2 2013 and held it in 4 quarters. The position peaked at $7.01M in Q3 2013. 77 funds tracked by Wall St. Rank hold CHFN as of Q2 2014.

  • Maltese Capital Management reported no remaining Charter Financial Corp position as of Q2 2014 after selling out during the quarter.
  • Maltese Capital Management sold 600,400 Charter Financial Corp shares in Q2 2014, an estimated $6.49M.
  • Maltese Capital Management first reported a position in Charter Financial Corp in Q2 2013 and held it in 4 quarters.
  • Maltese Capital Management's Charter Financial Corp position peaked at $7.01M in Q3 2013.
  • 77 funds tracked by Wall St. Rank held Charter Financial Corp as of Q2 2014.

Based on Maltese Capital Management's 13F filing for Q2 2014, filed 14 Aug 2014.