BCA
CHL

Berman Capital Advisors’s China Mobile Limited CHL Stock Holding History

Berman Capital 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
2021
Q1 		– Sell
-58
Closed -$1K – 1986
2020
Q4 		$1K Buy
58
+40
+222% +$1.24K ﹤0.01% 1648
2020
Q3 		$0 Buy
+18
New +$631 ﹤0.01% 1875
2020
Q2 		– Sell
-120
Closed -$4.44K – 1954
2020
Q1 		$4K Buy
120
+55
+85% +$2.21K ﹤0.01% 997
2019
Q4 		$2K Buy
65
+25
+63% +$1.01K ﹤0.01% 1283
2019
Q3 		$1K Sell
40
-234
-85% -$9.97K ﹤0.01% 1429
2019
Q2 		$12K Sell
274
-57
-17% -$2.65K ﹤0.01% 680
2019
Q1 		$16K Buy
331
+187
+130% +$9.77K 0.01% 519
2018
Q4 		$6K Buy
+144
New +$6.93K ﹤0.01% 662

Other funds holding CHL

QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $339M AUM 14.48% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Berman Capital Advisors's CHL Position: Q1 2021 in Review

Berman Capital Advisors sold out of China Mobile Limited (CHL) in Q1 2021, closing a stake of 58 shares — an estimated $1K sold.

Berman Capital Advisors first reported a position in CHL in Q4 2018 and held it in 8 quarters. The position peaked at $16K in Q1 2019. 25 funds tracked by Wall St. Rank hold CHL as of Q1 2021.

  • Berman Capital Advisors reported no remaining China Mobile Limited position as of Q1 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 58 China Mobile Limited shares in Q1 2021, an estimated $1K.
  • Berman Capital Advisors first reported a position in China Mobile Limited in Q4 2018 and held it in 8 quarters.
  • Berman Capital Advisors's China Mobile Limited position peaked at $16K in Q1 2019.
  • 25 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2021.

Based on Berman Capital Advisors's 13F filing for Q1 2021, filed 11 May 2021.