CFA
CHL

Carroll Financial Associates’s China Mobile Limited CHL Stock Holding History

Carroll Financial Associates’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
-206
Closed -$5K – 1827
2020
Q4 		$5K Sell
206
-365
-64% -$11.3K ﹤0.01% 1277
2020
Q3 		$18K Buy
571
+32
+6% +$1.12K ﹤0.01% 900
2020
Q2 		$18K Sell
539
-116
-18% -$4.29K ﹤0.01% 892
2020
Q1 		$24K Sell
655
-53
-7% -$2.13K ﹤0.01% 749
2019
Q4 		$29K Buy
708
+131
+23% +$5.29K ﹤0.01% 792
2019
Q3 		$23K Buy
577
+26
+5% +$1.11K ﹤0.01% 795
2019
Q2 		$24K Sell
551
-222
-29% -$10.3K ﹤0.01% 782
2019
Q1 		$39K Buy
773
+183
+31% +$9.56K ﹤0.01% 613
2018
Q4 		$29K Hold
590
– – ﹤0.01% 591
2018
Q3 		$28K Buy
590
+150
+34% +$6.93K ﹤0.01% 625
2018
Q2 		$19K Buy
440
+33
+8% +$1.52K ﹤0.01% 704
2018
Q1 		$18K Buy
407
+30
+8% +$1.46K ﹤0.01% 710
2017
Q4 		$19K Hold
377
– – ﹤0.01% 683
2017
Q3 		$19K Buy
377
+18
+5% +$959 ﹤0.01% 679
2017
Q2 		$19K Sell
359
-42
-10% -$2.28K ﹤0.01% 681
2017
Q1 		$22K Hold
401
– – ﹤0.01% 646
2016
Q4 		$21K Hold
401
– – ﹤0.01% 633
2016
Q3 		$24K Sell
401
-1
-0.2% -$61 ﹤0.01% 616
2016
Q2 		$23K Buy
402
+20
+5% +$1.13K ﹤0.01% 594
2016
Q1 		$21K Sell
382
-138
-27% -$7.44K ﹤0.01% 607
2015
Q4 		$29K Buy
520
+124
+31% +$7.32K 0.01% 506
2015
Q3 		$24K Buy
396
+36
+10% +$2.22K 0.01% 538
2015
Q2 		$23K Buy
360
+138
+62% +$9.43K 0.01% 534
2015
Q1 		$14K Buy
222
+26
+13% +$1.7K 0.01% 481
2014
Q4 		$13K Hold
196
– – 0.01% 461
2014
Q3 		$11K Hold
196
– – ﹤0.01% 551
2014
Q2 		$10K Hold
196
– – ﹤0.01% 608
2014
Q1 		$9K Hold
196
– – ﹤0.01% 559
2013
Q4 		$10K Hold
196
– – ﹤0.01% 518
2013
Q3 		$11K Buy
+196
New +$10.6K ﹤0.01% 517

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 $10.1B AUM 29.18% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Carroll Financial Associates's CHL Position: Q1 2021 in Review

Carroll Financial Associates sold out of China Mobile Limited (CHL) in Q1 2021, closing a stake of 206 shares — an estimated $5K sold.

Carroll Financial Associates first reported a position in CHL in Q3 2013 and held it in 30 quarters. The position peaked at $39K in Q1 2019. 25 funds tracked by Wall St. Rank hold CHL as of Q1 2021.

  • Carroll Financial Associates reported no remaining China Mobile Limited position as of Q1 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 206 China Mobile Limited shares in Q1 2021, an estimated $5K.
  • Carroll Financial Associates first reported a position in China Mobile Limited in Q3 2013 and held it in 30 quarters.
  • Carroll Financial Associates's China Mobile Limited position peaked at $39K in Q1 2019.
  • 25 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2021.

Based on Carroll Financial Associates's 13F filing for Q1 2021, filed 6 Apr 2021.