BWA
CHL

Burt Wealth Advisors’s China Mobile Limited CHL Stock Holding History

Burt Wealth 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
2016
Q1 		– Sell
-70
Closed -$4K – 748
2015
Q4 		$4K Buy
+70
New +$4.13K ﹤0.01% 417

Other funds holding CHL

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Burt Wealth Advisors's CHL Position: Q1 2016 in Review

Burt Wealth Advisors sold out of China Mobile Limited (CHL) in Q1 2016, closing a stake of 70 shares — an estimated $4K sold.

Burt Wealth Advisors first reported a position in CHL in Q4 2015 and held it in 1 quarter. The position peaked at $4K in Q4 2015. 320 funds tracked by Wall St. Rank hold CHL as of Q1 2016.

  • Burt Wealth Advisors reported no remaining China Mobile Limited position as of Q1 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 70 China Mobile Limited shares in Q1 2016, an estimated $4K.
  • Burt Wealth Advisors first reported a position in China Mobile Limited in Q4 2015 and held it in 1 quarter.
  • Burt Wealth Advisors's China Mobile Limited position peaked at $4K in Q4 2015.
  • 320 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2016.

Based on Burt Wealth Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.