WI
CHFN

WHV Investments’s Charter Financial Corp CHFN Stock Holding History

WHV Investments’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
Q4 		– Sell
-15,800
Closed -$171K – 234
2013
Q3 		$171K Sell
15,800
-7,651
-33% -$80.9K ﹤0.01% 240
2013
Q2 		$236K Buy
+23,451
New +$236K ﹤0.01% 227

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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WHV Investments's CHFN Position: Q4 2013 in Review

WHV Investments sold out of Charter Financial Corp (CHFN) in Q4 2013, closing a stake of 15,800 shares — an estimated $171K sold.

WHV Investments first reported a position in CHFN in Q2 2013 and held it in 2 quarters. The position peaked at $236K in Q2 2013. 72 funds tracked by Wall St. Rank hold CHFN as of Q4 2013.

  • WHV Investments reported no remaining Charter Financial Corp position as of Q4 2013 after selling out during the quarter.
  • WHV Investments sold 15,800 Charter Financial Corp shares in Q4 2013, an estimated $171K.
  • WHV Investments first reported a position in Charter Financial Corp in Q2 2013 and held it in 2 quarters.
  • WHV Investments's Charter Financial Corp position peaked at $236K in Q2 2013.
  • 72 funds tracked by Wall St. Rank held Charter Financial Corp as of Q4 2013.

Based on WHV Investments's 13F filing for Q4 2013, filed 14 Feb 2014.