BIA
CHL

Barry Investment Advisors’s China Mobile Limited CHL Stock Holding History

Barry Investment 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
2019
Q4 		– Sell
-101,378
Closed -$4.2M – 74
2019
Q3 		$4.2M Sell
101,378
-3,153
-3% -$134K 1.52% 24
2019
Q2 		$4.73M Sell
104,531
-3,658
-3% -$170K 1.62% 26
2019
Q1 		$5.52M Buy
108,189
+471
+0.4% +$24.6K 1.73% 26
2018
Q4 		$5.17M Buy
107,718
+2,192
+2% +$106K 1.93% 22
2018
Q3 		$5.16M Buy
105,526
+1,240
+1% +$57.3K 1.74% 23
2018
Q2 		$4.63M Buy
104,286
+1,377
+1% +$63.4K 1.77% 21
2018
Q1 		$4.71M Buy
102,909
+3,625
+4% +$176K 1.79% 20
2017
Q4 		$5.02M Buy
99,284
+6,632
+7% +$334K 1.86% 19
2017
Q3 		$4.68M Buy
92,652
+594
+0.6% +$31.6K 1.73% 19
2017
Q2 		$4.89M Buy
92,058
+657
+0.7% +$35.7K 1.84% 19
2017
Q1 		$5.05M Sell
91,401
-344
-0.4% -$19.2K 1.87% 20
2016
Q4 		$4.81M Sell
91,745
-1,195
-1% -$67.1K 1.68% 22
2016
Q3 		$5.72M Sell
92,940
-3,648
-4% -$224K 1.97% 21
2016
Q2 		$5.59M Sell
96,588
-1,702
-2% -$95.7K 2.18% 20
2016
Q1 		$5.45M Buy
98,290
+468
+0.5% +$25.2K 1.73% 22
2015
Q4 		$5.51M Buy
97,822
+1,351
+1% +$79.7K 1.79% 21
2015
Q3 		$5.74M Buy
96,471
+1,812
+2% +$112K 1.84% 24
2015
Q2 		$0 Sell
94,659
-6,965
-7% -$476K ﹤0.01% 82
2015
Q1 		$6.61M Buy
101,624
+2,946
+3% +$192K 2.02% 21
2014
Q4 		$5.8M Buy
+98,678
New +$5.91M 1.88% 21

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

Barry Investment Advisors's CHL Position: Q4 2019 in Review

Barry Investment Advisors sold out of China Mobile Limited (CHL) in Q4 2019, closing a stake of 101,378 shares — an estimated $4.2M sold.

Barry Investment Advisors first reported a position in CHL in Q4 2014 and held it in 20 quarters. The position peaked at $6.61M in Q1 2015. 312 funds tracked by Wall St. Rank hold CHL as of Q4 2019.

  • Barry Investment Advisors reported no remaining China Mobile Limited position as of Q4 2019 after selling out during the quarter.
  • Barry Investment Advisors sold 101,378 China Mobile Limited shares in Q4 2019, an estimated $4.2M.
  • Barry Investment Advisors first reported a position in China Mobile Limited in Q4 2014 and held it in 20 quarters.
  • Barry Investment Advisors's China Mobile Limited position peaked at $6.61M in Q1 2015.
  • 312 funds tracked by Wall St. Rank held China Mobile Limited as of Q4 2019.

Based on Barry Investment Advisors's 13F filing for Q4 2019, filed 21 Jan 2020.