BWM
CHA

BerganKDV Wealth Management’s China Telecom Corporation, LTD CHA Stock Holding History

BerganKDV Wealth Management’s Portfolio CHA Stock Details CHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-84
Closed -$3K – 1145
2020
Q1 		$3K Hold
84
– – ﹤0.01% 711
2019
Q4 		$3K Hold
84
– – ﹤0.01% 745
2019
Q3 		$4K Hold
84
– – ﹤0.01% 596
2019
Q2 		$4K Hold
84
– – ﹤0.01% 628
2019
Q1 		$5K Hold
84
– – ﹤0.01% 597
2018
Q4 		$4K Buy
+84
New +$4.22K ﹤0.01% 580

Other funds holding CHA

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BerganKDV Wealth Management's CHA Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of China Telecom Corporation, LTD (CHA) in Q2 2020, closing a stake of 84 shares — an estimated $3K sold.

BerganKDV Wealth Management first reported a position in CHA in Q4 2018 and held it in 6 quarters. The position peaked at $5K in Q1 2019. 77 funds tracked by Wall St. Rank hold CHA as of Q2 2020.

  • BerganKDV Wealth Management reported no remaining China Telecom Corporation, LTD position as of Q2 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 84 China Telecom Corporation, LTD shares in Q2 2020, an estimated $3K.
  • BerganKDV Wealth Management first reported a position in China Telecom Corporation, LTD in Q4 2018 and held it in 6 quarters.
  • BerganKDV Wealth Management's China Telecom Corporation, LTD position peaked at $5K in Q1 2019.
  • 77 funds tracked by Wall St. Rank held China Telecom Corporation, LTD as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.