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CHL

Avantax Planning Partners’s China Mobile Limited CHL Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-70
Closed -$3K – 1472
2018
Q3 		$3K Buy
+70
New +$3.23K ﹤0.01% 1310
2018
Q2 		– Sell
-1,709
Closed -$80K – 1877
2018
Q1 		$80K Buy
+1,709
New +$82.9K 0.01% 443

Other funds holding CHL

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Avantax Planning Partners's CHL Position: Q4 2018 in Review

Avantax Planning Partners sold out of China Mobile Limited (CHL) in Q4 2018, closing a stake of 70 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in CHL in Q1 2018 and held it in 2 quarters. The position peaked at $80K in Q1 2018. 329 funds tracked by Wall St. Rank hold CHL as of Q4 2018.

  • Avantax Planning Partners reported no remaining China Mobile Limited position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 70 China Mobile Limited shares in Q4 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in China Mobile Limited in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's China Mobile Limited position peaked at $80K in Q1 2018.
  • 329 funds tracked by Wall St. Rank held China Mobile Limited as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.