NFA
CHFN

Nationwide Fund Advisors’s Charter Financial Corp CHFN Stock Holding History

Nationwide Fund Advisors’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
Q4 		– Sell
-34,528
Closed -$640K – 2928
2017
Q3 		$640K Sell
34,528
-13,891
-29% -$241K ﹤0.01% 2051
2017
Q2 		$872K Buy
48,419
+13,222
+38% +$247K ﹤0.01% 1866
2017
Q1 		$692K Buy
35,197
+1,911
+6% +$34.4K ﹤0.01% 1973
2016
Q4 		$555K Sell
33,286
-1,105
-3% -$15.5K ﹤0.01% 2131
2016
Q3 		$443K Buy
34,391
+1,304
+4% +$17.2K ﹤0.01% 2236
2016
Q2 		$439K Sell
33,087
-1,100
-3% -$14.4K ﹤0.01% 2217
2016
Q1 		$462K Sell
34,187
-1,312
-4% -$17.5K ﹤0.01% 2143
2015
Q4 		$469K Buy
35,499
+152
+0.4% +$1.99K ﹤0.01% 2150
2015
Q3 		$448K Hold
35,347
– – ﹤0.01% 2180
2015
Q2 		$439K Sell
35,347
-5,139
-13% -$62.3K ﹤0.01% 2321
2015
Q1 		$466K Sell
40,486
-700
-2% -$8.05K ﹤0.01% 2271
2014
Q4 		$472K Sell
41,186
-3,656
-8% -$40.9K ﹤0.01% 2218
2014
Q3 		$480K Sell
44,842
-3,565
-7% -$39K ﹤0.01% 2247
2014
Q2 		$537K Sell
48,407
-700
-1% -$7.58K ﹤0.01% 2221
2014
Q1 		$531K Sell
49,107
-1,000
-2% -$10.7K ﹤0.01% 2038
2013
Q4 		$540K Sell
50,107
-525
-1% -$5.67K ﹤0.01% 2208
2013
Q3 		$547K Buy
50,632
+36,343
+254% +$384K ﹤0.01% 2183
2013
Q2 		$144K Buy
+14,289
New +$144K ﹤0.01% 2643

Other funds holding CHFN

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
IAM
Impax Asset Management Portsmouth, New Hampshire $1.69B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nationwide Fund Advisors's CHFN Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Charter Financial Corp (CHFN) in Q4 2017, closing a stake of 34,528 shares — an estimated $640K sold.

Nationwide Fund Advisors first reported a position in CHFN in Q2 2013 and held it in 18 quarters. The position peaked at $872K in Q2 2017. 95 funds tracked by Wall St. Rank hold CHFN as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Charter Financial Corp position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 34,528 Charter Financial Corp shares in Q4 2017, an estimated $640K.
  • Nationwide Fund Advisors first reported a position in Charter Financial Corp in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's Charter Financial Corp position peaked at $872K in Q2 2017.
  • 95 funds tracked by Wall St. Rank held Charter Financial Corp as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.