MWP
CHFN

MYCIO Wealth Partners’s Charter Financial Corp CHFN Stock Holding History

MYCIO Wealth Partners’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
Q4 		– Sell
-187
Closed -$2K – 612
2013
Q3 		$2K Hold
187
– – ﹤0.01% 501
2013
Q2 		$2K Buy
+187
New +$1.88K ﹤0.01% 516

Other funds holding CHFN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 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 $508M AUM 21.31% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
LBS
Lawrence B. Seidman $79.8M AUM 15.9% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MYCIO Wealth Partners's CHFN Position: Q4 2013 in Review

MYCIO Wealth Partners sold out of Charter Financial Corp (CHFN) in Q4 2013, closing a stake of 187 shares — an estimated $2K sold.

MYCIO Wealth Partners first reported a position in CHFN in Q2 2013 and held it in 2 quarters. The position peaked at $2K in Q3 2013. 72 funds tracked by Wall St. Rank hold CHFN as of Q4 2013.

  • MYCIO Wealth Partners reported no remaining Charter Financial Corp position as of Q4 2013 after selling out during the quarter.
  • MYCIO Wealth Partners sold 187 Charter Financial Corp shares in Q4 2013, an estimated $2K.
  • MYCIO Wealth Partners first reported a position in Charter Financial Corp in Q2 2013 and held it in 2 quarters.
  • MYCIO Wealth Partners's Charter Financial Corp position peaked at $2K in Q3 2013.
  • 72 funds tracked by Wall St. Rank held Charter Financial Corp as of Q4 2013.

Based on MYCIO Wealth Partners's 13F filing for Q4 2013, filed 11 Feb 2014.