Commonwealth Equity Services
CHL

Commonwealth Equity Services’s China Mobile Limited CHL Stock Holding History

Commonwealth Equity Services’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
-10,406
Closed -$297K – 3513
2020
Q4 		$297K Sell
10,406
-4,369
-30% -$135K ﹤0.01% 2593
2020
Q3 		$475K Buy
14,775
+1,700
+13% +$59.6K ﹤0.01% 1997
2020
Q2 		$439K Sell
13,075
-39
-0.3% -$1.44K ﹤0.01% 1977
2020
Q1 		$494K Buy
13,114
+1,951
+17% +$78.4K ﹤0.01% 1704
2019
Q4 		$471K Sell
11,163
-2,874
-20% -$116K ﹤0.01% 1969
2019
Q3 		$581K Sell
14,037
-6,669
-32% -$284K ﹤0.01% 1722
2019
Q2 		$937K Sell
20,706
-2,139
-9% -$99.5K ﹤0.01% 1385
2019
Q1 		$1.16M Sell
22,845
-508
-2% -$26.5K 0.01% 1204
2018
Q4 		$1.12M Sell
23,353
-5,535
-19% -$267K 0.01% 1140
2018
Q3 		$1.41M Sell
28,888
-2,628
-8% -$121K 0.01% 1108
2018
Q2 		$1.4M Sell
31,516
-2,152
-6% -$99.1K 0.01% 1098
2018
Q1 		$1.54M Buy
33,668
+3,215
+11% +$156K 0.01% 1020
2017
Q4 		$1.54M Buy
30,453
+1,229
+4% +$61.9K 0.01% 985
2017
Q3 		$1.48M Sell
29,224
-5,831
-17% -$311K 0.01% 975
2017
Q2 		$1.86M Buy
35,055
+3,574
+11% +$194K 0.01% 816
2017
Q1 		$1.74M Buy
31,481
+837
+3% +$46.7K 0.01% 819
2016
Q4 		$1.61M Buy
30,644
+13,140
+75% +$738K 0.01% 810
2016
Q3 		$1.08M Sell
17,504
-129
-0.7% -$7.91K 0.01% 965
2016
Q2 		$1.02M Buy
17,633
+19
+0.1% +$1.07K 0.01% 971
2016
Q1 		$977K Buy
17,614
+717
+4% +$38.7K 0.01% 948
2015
Q4 		$952K Buy
16,897
+390
+2% +$23K 0.01% 955
2015
Q3 		$982K Sell
16,507
-21,875
-57% -$1.35M 0.01% 902
2015
Q2 		$2.46M Sell
38,382
-448
-1% -$30.6K 0.02% 550
2015
Q1 		$2.52M Buy
38,830
+2,237
+6% +$146K 0.03% 530
2014
Q4 		$2.15M Sell
36,593
-333
-0.9% -$19.9K 0.02% 552
2014
Q3 		$2.17M Buy
36,926
+302
+0.8% +$17.4K 0.03% 534
2014
Q2 		$1.78M Buy
36,624
+22,826
+165% +$1.09M 0.02% 606
2014
Q1 		$629K Sell
13,798
-223
-2% -$10.6K 0.01% 1052
2013
Q4 		$733K Buy
14,021
+4,342
+45% +$231K 0.01% 948
2013
Q3 		$546K Sell
9,679
-4,678
-33% -$253K 0.01% 1046
2013
Q2 		$743K Buy
+14,357
New +$759K 0.01% 826

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 $1.44B AUM 21.92% 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

Commonwealth Equity Services's CHL Position: Q1 2021 in Review

Commonwealth Equity Services sold out of China Mobile Limited (CHL) in Q1 2021, closing a stake of 10,406 shares — an estimated $297K sold.

Commonwealth Equity Services first reported a position in CHL in Q2 2013 and held it in 31 quarters. The position peaked at $2.52M in Q1 2015. 25 funds tracked by Wall St. Rank hold CHL as of Q1 2021.

  • Commonwealth Equity Services reported no remaining China Mobile Limited position as of Q1 2021 after selling out during the quarter.
  • Commonwealth Equity Services sold 10,406 China Mobile Limited shares in Q1 2021, an estimated $297K.
  • Commonwealth Equity Services first reported a position in China Mobile Limited in Q2 2013 and held it in 31 quarters.
  • Commonwealth Equity Services's China Mobile Limited position peaked at $2.52M in Q1 2015.
  • 25 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2021.

Based on Commonwealth Equity Services's 13F filing for Q1 2021, filed 4 May 2021.