BRWA
CHL

B. Riley Wealth Advisors’s China Mobile Limited CHL Stock Holding History

B. Riley Wealth Advisors’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
Q1 		– Sell
-4,068
Closed -$207K – 739
2017
Q4 		$207K Sell
4,068
-583
-13% -$29.3K 0.03% 573
2017
Q3 		$236K Buy
4,651
+635
+16% +$33.8K 0.04% 449
2017
Q2 		$215K Buy
4,016
+99
+3% +$5.38K 0.04% 456
2017
Q1 		$218K Sell
3,917
-202
-5% -$11.3K 0.04% 442
2016
Q4 		$218K Sell
4,119
-380
-8% -$21.3K 0.04% 438
2016
Q3 		$278K Buy
4,499
+79
+2% +$4.85K 0.05% 428
2016
Q2 		$258K Sell
4,420
-156
-3% -$8.78K 0.05% 455
2016
Q1 		$253K Sell
4,576
-241
-5% -$13K 0.06% 397
2015
Q4 		$274K Buy
4,817
+171
+4% +$10.1K 0.06% 396
2015
Q3 		$279K Buy
4,646
+232
+5% +$14.3K 0.07% 376
2015
Q2 		$284K Buy
4,414
+784
+22% +$53.6K 0.07% 350
2015
Q1 		$237K Sell
3,630
-6,621
-65% -$432K 0.06% 424
2014
Q4 		$3.26K Buy
10,251
+4,560
+80% +$273K 0.07% 364
2014
Q3 		$335K Sell
5,691
-1,325
-19% -$76.2K 0.09% 318
2014
Q2 		$341K Buy
7,016
+4,780
+214% +$229K 0.08% 277
2014
Q1 		$102K Buy
+2,236
New +$106K 0.03% 611

Other funds holding CHL

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

B. Riley Wealth Advisors's CHL Position: Q1 2018 in Review

B. Riley Wealth Advisors sold out of China Mobile Limited (CHL) in Q1 2018, closing a stake of 4,068 shares — an estimated $207K sold.

B. Riley Wealth Advisors first reported a position in CHL in Q1 2014 and held it in 16 quarters. The position peaked at $341K in Q2 2014. 308 funds tracked by Wall St. Rank hold CHL as of Q1 2018.

  • B. Riley Wealth Advisors reported no remaining China Mobile Limited position as of Q1 2018 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,068 China Mobile Limited shares in Q1 2018, an estimated $207K.
  • B. Riley Wealth Advisors first reported a position in China Mobile Limited in Q1 2014 and held it in 16 quarters.
  • B. Riley Wealth Advisors's China Mobile Limited position peaked at $341K in Q2 2014.
  • 308 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2018.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2018, filed 15 May 2018.