Principal Financial Group
CHFN

Principal Financial Group’s Charter Financial Corp CHFN Stock Holding History

Principal Financial Group’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
Q3 		– Sell
-10,471
Closed -$106K – 2313
2013
Q2 		$106K Buy
+10,471
New +$105K ﹤0.01% 2198

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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Principal Financial Group's CHFN Position: Q3 2013 in Review

Principal Financial Group sold out of Charter Financial Corp (CHFN) in Q3 2013, closing a stake of 10,471 shares — an estimated $106K sold.

Principal Financial Group first reported a position in CHFN in Q2 2013 and held it in 1 quarter. The position peaked at $106K in Q2 2013. 77 funds tracked by Wall St. Rank hold CHFN as of Q3 2013.

  • Principal Financial Group reported no remaining Charter Financial Corp position as of Q3 2013 after selling out during the quarter.
  • Principal Financial Group sold 10,471 Charter Financial Corp shares in Q3 2013, an estimated $106K.
  • Principal Financial Group first reported a position in Charter Financial Corp in Q2 2013 and held it in 1 quarter.
  • Principal Financial Group's Charter Financial Corp position peaked at $106K in Q2 2013.
  • 77 funds tracked by Wall St. Rank held Charter Financial Corp as of Q3 2013.

Based on Principal Financial Group's 13F filing for Q3 2013, filed 5 Nov 2013.