PCA
CHFN

PL Capital Advisors’s Charter Financial Corp CHFN Stock Holding History

PL Capital 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
2014
Q3 		– Sell
-352,970
Closed -$3.92M – 45
2014
Q2 		$3.92M Sell
352,970
-25,000
-7% -$271K 1.65% 19
2014
Q1 		$4.09M Hold
377,970
– – 2.08% 15
2013
Q4 		$4.07M Hold
377,970
– – 1.98% 15
2013
Q3 		$4.08M Buy
377,970
+215,184
+132% +$2.28M 2.27% 14
2013
Q2 		$1.64M Buy
+162,786
New +$1.64M 1.02% 25

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

PL Capital Advisors's CHFN Position: Q3 2014 in Review

PL Capital Advisors sold out of Charter Financial Corp (CHFN) in Q3 2014, closing a stake of 352,970 shares — an estimated $3.92M sold.

PL Capital Advisors first reported a position in CHFN in Q2 2013 and held it in 5 quarters. The position peaked at $4.09M in Q1 2014. 77 funds tracked by Wall St. Rank hold CHFN as of Q3 2014.

  • PL Capital Advisors reported no remaining Charter Financial Corp position as of Q3 2014 after selling out during the quarter.
  • PL Capital Advisors sold 352,970 Charter Financial Corp shares in Q3 2014, an estimated $3.92M.
  • PL Capital Advisors first reported a position in Charter Financial Corp in Q2 2013 and held it in 5 quarters.
  • PL Capital Advisors's Charter Financial Corp position peaked at $4.09M in Q1 2014.
  • 77 funds tracked by Wall St. Rank held Charter Financial Corp as of Q3 2014.

Based on PL Capital Advisors's 13F filing for Q3 2014, filed 8 Oct 2014.