Zacks Investment Management’s Charter Financial Corp CHFN Stock Holding History

Zacks Investment Management’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
2018 Q2	–	Sell	-124,984	Closed	-$2.55M	–	635
2018 Q1	$2.55M	Sell	124,984 -9,599	-7%	-$186K	0.06%	225
2017 Q4	$2.36M	Buy	134,583 +28,021	+26%	+$516K	0.05%	234
2017 Q3	$1.98M	Hold	106,562	–	–	0.05%	251
2017 Q2	$1.92M	Hold	106,562	–	–	0.05%	241
2017 Q1	$2.1M	Sell	106,562 -19,170	-15%	-$346K	0.05%	233
2016 Q4	$2.1M	Buy	125,732 +4,665	+4%	+$65.5K	0.06%	209
2016 Q3	$1.56M	Sell	121,067 -14,363	-11%	-$189K	0.04%	251
2016 Q2	$1.8M	Sell	135,430 -7,179	-5%	-$94K	0.05%	223
2016 Q1	$1.93M	Sell	142,609 -38,310	-21%	-$511K	0.06%	207
2015 Q4	$2.39M	Buy	+180,919	New	+$2.37M	0.08%	182

Other funds holding CHFN

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

CCM

Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCMF

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

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

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

WRBC

W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Zacks Investment Management's CHFN Position: Q2 2018 in Review

Zacks Investment Management sold out of Charter Financial Corp (CHFN) in Q2 2018, closing a stake of 124,984 shares — an estimated $2.55M sold.

Zacks Investment Management first reported a position in CHFN in Q4 2015 and held it in 10 quarters. The position peaked at $2.55M in Q1 2018. 100 funds tracked by Wall St. Rank hold CHFN as of Q2 2018.

Zacks Investment Management reported no remaining Charter Financial Corp position as of Q2 2018 after selling out during the quarter.
Zacks Investment Management sold 124,984 Charter Financial Corp shares in Q2 2018, an estimated $2.55M.
Zacks Investment Management first reported a position in Charter Financial Corp in Q4 2015 and held it in 10 quarters.
Zacks Investment Management's Charter Financial Corp position peaked at $2.55M in Q1 2018.
100 funds tracked by Wall St. Rank held Charter Financial Corp as of Q2 2018.

Based on Zacks Investment Management's 13F filing for Q2 2018, filed 14 Aug 2018.