BHWM
CHL

Bay Harbor Wealth Management’s China Mobile Limited CHL Stock Holding History

Bay Harbor 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
2020
Q3 		– Sell
-2
Closed – – 427
2020
Q2 		$0 Sell
2
-16
-89% -$592 ﹤0.01% 439
2020
Q1 		$1K Buy
+18
New +$724 ﹤0.01% 333
2019
Q2 		– Sell
-81
Closed -$4K – 450
2019
Q1 		$4K Buy
+81
New +$4.23K ﹤0.01% 318

Other funds holding CHL

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Bay Harbor Wealth Management's CHL Position: Q3 2020 in Review

Bay Harbor Wealth Management sold out of China Mobile Limited (CHL) in Q3 2020, closing a stake of 2 shares.

Bay Harbor Wealth Management first reported a position in CHL in Q1 2019 and held it in 3 quarters. The position peaked at $4K in Q1 2019. 282 funds tracked by Wall St. Rank hold CHL as of Q3 2020.

  • Bay Harbor Wealth Management reported no remaining China Mobile Limited position as of Q3 2020 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 2 China Mobile Limited shares in Q3 2020.
  • Bay Harbor Wealth Management first reported a position in China Mobile Limited in Q1 2019 and held it in 3 quarters.
  • Bay Harbor Wealth Management's China Mobile Limited position peaked at $4K in Q1 2019.
  • 282 funds tracked by Wall St. Rank held China Mobile Limited as of Q3 2020.

Based on Bay Harbor Wealth Management's 13F filing for Q3 2020, filed 27 Oct 2020.