ACG
CHL

Allen Capital Group’s China Mobile Limited CHL Stock Holding History

Allen Capital Group’s Portfolio CHL Stock Details CHL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-27,779
Closed -$793K – 166
2020
Q4 		$793K Sell
27,779
-1,477
-5% -$45.7K 0.19% 82
2020
Q3 		$957K Hold
29,256
– – 0.24% 71
2020
Q2 		$984K Sell
29,256
-2,221
-7% -$82.2K 0.26% 63
2020
Q1 		$1.19M Buy
31,477
+3,759
+14% +$151K 0.37% 48
2019
Q4 		$1.17M Sell
27,718
-1,789
-6% -$72.2K 0.31% 67
2019
Q3 		$1.23M Hold
29,507
– – 0.38% 58
2019
Q2 		$1.34M Sell
29,507
-897
-3% -$41.7K 0.43% 52
2019
Q1 		$1.55M Buy
30,404
+1,915
+7% +$100K 0.51% 44
2018
Q4 		$1.47M Buy
28,489
+2,851
+11% +$137K 0.52% 45
2018
Q3 		$1.25M Buy
25,638
+19,058
+290% +$881K 0.42% 50
2018
Q2 		$292K Hold
6,580
– – 0.11% 102
2018
Q1 		$301K Buy
6,580
+426
+7% +$20.7K 0.12% 98
2017
Q4 		$311K Buy
+6,154
New +$310K 0.13% 91

Other funds holding CHL

QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $339M AUM 14.48% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Allen Capital Group's CHL Position: Q1 2021 in Review

Allen Capital Group sold out of China Mobile Limited (CHL) in Q1 2021, closing a stake of 27,779 shares — an estimated $793K sold.

Allen Capital Group first reported a position in CHL in Q4 2017 and held it in 13 quarters. The position peaked at $1.55M in Q1 2019. 25 funds tracked by Wall St. Rank hold CHL as of Q1 2021.

  • Allen Capital Group reported no remaining China Mobile Limited position as of Q1 2021 after selling out during the quarter.
  • Allen Capital Group sold 27,779 China Mobile Limited shares in Q1 2021, an estimated $793K.
  • Allen Capital Group first reported a position in China Mobile Limited in Q4 2017 and held it in 13 quarters.
  • Allen Capital Group's China Mobile Limited position peaked at $1.55M in Q1 2019.
  • 25 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2021.

Based on Allen Capital Group's 13F filing for Q1 2021, filed 29 Apr 2021.