Carson Wealth (CWM LLC)
CHL

Carson Wealth (CWM LLC)’s China Mobile Limited CHL Stock Holding History

Carson Wealth (CWM LLC)’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
2019
Q1 		– Sell
-25,583
Closed -$1.23M – 3502
2018
Q4 		$1.23M Buy
25,583
+20,186
+374% +$972K 0.03% 346
2018
Q3 		$264K Buy
5,397
+5,243
+3,405% +$242K 0.01% 470
2018
Q2 		$7K Buy
+154
New +$7.09K ﹤0.01% 1131
2018
Q1 		– Sell
-232
Closed -$12K – 1642
2017
Q4 		$12K Buy
232
+37
+19% +$1.86K ﹤0.01% 847
2017
Q3 		$10K Buy
+195
New +$10.4K ﹤0.01% 902
2016
Q4 		– Sell
-70
Closed -$4K – 1254
2016
Q3 		$4K Buy
+70
New +$4.29K ﹤0.01% 866
2016
Q2 		– Sell
-155
Closed -$9K – 918
2016
Q1 		$9K Buy
+155
New +$8.36K ﹤0.01% 548

Other funds holding CHL

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CHL Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of China Mobile Limited (CHL) in Q1 2019, closing a stake of 25,583 shares — an estimated $1.23M sold.

Carson Wealth (CWM LLC) first reported a position in CHL in Q1 2016 and held it in 7 quarters. The position peaked at $1.23M in Q4 2018. 365 funds tracked by Wall St. Rank hold CHL as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining China Mobile Limited position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 25,583 China Mobile Limited shares in Q1 2019, an estimated $1.23M.
  • Carson Wealth (CWM LLC) first reported a position in China Mobile Limited in Q1 2016 and held it in 7 quarters.
  • Carson Wealth (CWM LLC)'s China Mobile Limited position peaked at $1.23M in Q4 2018.
  • 365 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.