AF
CHL

Allworth Financial’s China Mobile Limited CHL Stock Holding History

Allworth Financial’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
2020
Q4 		– Sell
-100
Closed -$3K – 1485
2020
Q3 		$3K Hold
100
– – ﹤0.01% 964
2020
Q2 		$3K Hold
100
– – ﹤0.01% 983
2020
Q1 		$4K Hold
100
– – ﹤0.01% 954
2019
Q4 		$4K Hold
100
– – ﹤0.01% 826
2019
Q3 		$4K Hold
100
– – ﹤0.01% 741
2019
Q2 		$5K Hold
100
– – ﹤0.01% 693
2019
Q1 		$5K Hold
100
– – ﹤0.01% 700
2018
Q4 		$5K Hold
100
– – ﹤0.01% 630
2018
Q3 		$5K Sell
100
-43
-30% -$1.99K ﹤0.01% 675
2018
Q2 		$6K Buy
143
+43
+43% +$1.98K ﹤0.01% 617
2018
Q1 		$5K Buy
+100
New +$4.85K ﹤0.01% 601

Other funds holding CHL

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial's CHL Position: Q4 2020 in Review

Allworth Financial sold out of China Mobile Limited (CHL) in Q4 2020, closing a stake of 100 shares — an estimated $3K sold.

Allworth Financial first reported a position in CHL in Q1 2018 and held it in 11 quarters. The position peaked at $6K in Q2 2018. 248 funds tracked by Wall St. Rank hold CHL as of Q4 2020.

  • Allworth Financial reported no remaining China Mobile Limited position as of Q4 2020 after selling out during the quarter.
  • Allworth Financial sold 100 China Mobile Limited shares in Q4 2020, an estimated $3K.
  • Allworth Financial first reported a position in China Mobile Limited in Q1 2018 and held it in 11 quarters.
  • Allworth Financial's China Mobile Limited position peaked at $6K in Q2 2018.
  • 248 funds tracked by Wall St. Rank held China Mobile Limited as of Q4 2020.

Based on Allworth Financial's 13F filing for Q4 2020, filed 26 Jan 2021.