AWM
CHL

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

Avitas 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
Q3 		– Sell
-53,729
Closed -$2.43M – 196
2019
Q2 		$2.43M Sell
53,729
-232
-0.4% -$10.8K 0.68% 67
2019
Q1 		$2.75M Buy
53,961
+401
+0.7% +$20.9K 0.8% 54
2018
Q4 		$2.57M Buy
+53,560
New +$2.58M 0.84% 53

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Avitas Wealth Management's CHL Position: Q3 2019 in Review

Avitas Wealth Management sold out of China Mobile Limited (CHL) in Q3 2019, closing a stake of 53,729 shares — an estimated $2.43M sold.

Avitas Wealth Management first reported a position in CHL in Q4 2018 and held it in 3 quarters. The position peaked at $2.75M in Q1 2019. 306 funds tracked by Wall St. Rank hold CHL as of Q3 2019.

  • Avitas Wealth Management reported no remaining China Mobile Limited position as of Q3 2019 after selling out during the quarter.
  • Avitas Wealth Management sold 53,729 China Mobile Limited shares in Q3 2019, an estimated $2.43M.
  • Avitas Wealth Management first reported a position in China Mobile Limited in Q4 2018 and held it in 3 quarters.
  • Avitas Wealth Management's China Mobile Limited position peaked at $2.75M in Q1 2019.
  • 306 funds tracked by Wall St. Rank held China Mobile Limited as of Q3 2019.

Based on Avitas Wealth Management's 13F filing for Q3 2019, filed 18 Oct 2019.