TCI Wealth Advisors’s Charter Financial Corp CHFN Stock Holding History

TCI Wealth 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
2016 Q4	–	Sell	-158	Closed	-$2K	–	1502
2016 Q3	$2K	Buy	+158	New	+$2.08K	﹤0.01%	1045

Other funds holding CHFN

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TCI Wealth Advisors's CHFN Position: Q4 2016 in Review

TCI Wealth Advisors sold out of Charter Financial Corp (CHFN) in Q4 2016, closing a stake of 158 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in CHFN in Q3 2016 and held it in 1 quarter. The position peaked at $2K in Q3 2016. 89 funds tracked by Wall St. Rank hold CHFN as of Q4 2016.

TCI Wealth Advisors reported no remaining Charter Financial Corp position as of Q4 2016 after selling out during the quarter.
TCI Wealth Advisors sold 158 Charter Financial Corp shares in Q4 2016, an estimated $2K.
TCI Wealth Advisors first reported a position in Charter Financial Corp in Q3 2016 and held it in 1 quarter.
TCI Wealth Advisors's Charter Financial Corp position peaked at $2K in Q3 2016.
89 funds tracked by Wall St. Rank held Charter Financial Corp as of Q4 2016.

Based on TCI Wealth Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.