AWM
CHL

AllSquare Wealth Management’s China Mobile Limited CHL Stock Holding History

AllSquare Wealth Management’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
2019
Q4 		– Sell
-176
Closed -$7K – 475
2019
Q3 		$7K Hold
176
– – 0.01% 361
2019
Q2 		$8K Hold
176
– – 0.01% 361
2019
Q1 		$9K Hold
176
– – 0.01% 346
2018
Q4 		$8K Hold
176
– – 0.01% 347
2018
Q3 		$9K Buy
+176
New +$8.13K 0.01% 359

Other funds holding CHL

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

AllSquare Wealth Management's CHL Position: Q4 2019 in Review

AllSquare Wealth Management sold out of China Mobile Limited (CHL) in Q4 2019, closing a stake of 176 shares — an estimated $7K sold.

AllSquare Wealth Management first reported a position in CHL in Q3 2018 and held it in 5 quarters. The position peaked at $9K in Q1 2019. 312 funds tracked by Wall St. Rank hold CHL as of Q4 2019.

  • AllSquare Wealth Management reported no remaining China Mobile Limited position as of Q4 2019 after selling out during the quarter.
  • AllSquare Wealth Management sold 176 China Mobile Limited shares in Q4 2019, an estimated $7K.
  • AllSquare Wealth Management first reported a position in China Mobile Limited in Q3 2018 and held it in 5 quarters.
  • AllSquare Wealth Management's China Mobile Limited position peaked at $9K in Q1 2019.
  • 312 funds tracked by Wall St. Rank held China Mobile Limited as of Q4 2019.

Based on AllSquare Wealth Management's 13F filing for Q4 2019, filed 4 Feb 2020.