SCA
CHFN

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

Stieven 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
Q1 		– Sell
-143,482
Closed -$1.54M – 67
2013
Q4 		$1.54M Sell
143,482
-218,863
-60% -$2.36M 0.64% 49
2013
Q3 		$3.91M Hold
362,345
– – 1.77% 22
2013
Q2 		$3.65M Buy
+362,345
New +$3.64M 1.74% 20

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 18.14% 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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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

Stieven Capital Advisors's CHFN Position: Q1 2014 in Review

Stieven Capital Advisors sold out of Charter Financial Corp (CHFN) in Q1 2014, closing a stake of 143,482 shares — an estimated $1.54M sold.

Stieven Capital Advisors first reported a position in CHFN in Q2 2013 and held it in 3 quarters. The position peaked at $3.91M in Q3 2013. 78 funds tracked by Wall St. Rank hold CHFN as of Q1 2014.

  • Stieven Capital Advisors reported no remaining Charter Financial Corp position as of Q1 2014 after selling out during the quarter.
  • Stieven Capital Advisors sold 143,482 Charter Financial Corp shares in Q1 2014, an estimated $1.54M.
  • Stieven Capital Advisors first reported a position in Charter Financial Corp in Q2 2013 and held it in 3 quarters.
  • Stieven Capital Advisors's Charter Financial Corp position peaked at $3.91M in Q3 2013.
  • 78 funds tracked by Wall St. Rank held Charter Financial Corp as of Q1 2014.

Based on Stieven Capital Advisors's 13F filing for Q1 2014, filed 13 May 2014.