BWM
CHL

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

BerganKDV 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
Q2 		– Sell
-80
Closed -$3K – 1144
2020
Q1 		$3K Hold
80
– – ﹤0.01% 710
2019
Q4 		$3K Hold
80
– – ﹤0.01% 744
2019
Q3 		$3K Hold
80
– – ﹤0.01% 622
2019
Q2 		$4K Hold
80
– – ﹤0.01% 627
2019
Q1 		$4K Hold
80
– – ﹤0.01% 629
2018
Q4 		$4K Buy
+80
New +$3.85K ﹤0.01% 579

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of China Mobile Limited (CHL) in Q2 2020, closing a stake of 80 shares — an estimated $3K sold.

BerganKDV Wealth Management first reported a position in CHL in Q4 2018 and held it in 6 quarters. The position peaked at $4K in Q2 2019. 289 funds tracked by Wall St. Rank hold CHL as of Q2 2020.

  • BerganKDV Wealth Management reported no remaining China Mobile Limited position as of Q2 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 80 China Mobile Limited shares in Q2 2020, an estimated $3K.
  • BerganKDV Wealth Management first reported a position in China Mobile Limited in Q4 2018 and held it in 6 quarters.
  • BerganKDV Wealth Management's China Mobile Limited position peaked at $4K in Q2 2019.
  • 289 funds tracked by Wall St. Rank held China Mobile Limited as of Q2 2020.

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