CAM
CHL

Congress Asset Management’s China Mobile Limited CHL Stock Holding History

Congress Asset Management’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
Q3 		– Sell
-40,170
Closed -$2.33M – 261
2016
Q2 		$2.33M Buy
40,170
+671
+2% +$37.7K 0.05% 171
2016
Q1 		$2.19M Buy
39,499
+755
+2% +$40.7K 0.05% 164
2015
Q4 		$2.18M Buy
38,744
+542
+1% +$32K 0.05% 170
2015
Q3 		$2.27M Buy
38,202
+1,017
+3% +$62.8K 0.06% 157
2015
Q2 		$2.38M Sell
37,185
-630
-2% -$43K 0.07% 169
2015
Q1 		$2.46M Sell
37,815
-8,187
-18% -$534K 0.06% 166
2014
Q4 		$2.71M Sell
46,002
-46
-0.1% -$2.76K 0.07% 159
2014
Q3 		$2.71M Sell
46,048
-643
-1% -$37K 0.07% 155
2014
Q2 		$2.27M Buy
46,691
+616
+1% +$29.5K 0.06% 164
2014
Q1 		$2.1M Buy
46,075
+13,163
+40% +$625K 0.05% 165
2013
Q4 		$1.72M Buy
32,912
+857
+3% +$45.6K 0.05% 172
2013
Q3 		$1.81M Buy
32,055
+376
+1% +$20.3K 0.05% 159
2013
Q2 		$1.64M Buy
+31,679
New +$1.67M 0.05% 157

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Congress Asset Management's CHL Position: Q3 2016 in Review

Congress Asset Management sold out of China Mobile Limited (CHL) in Q3 2016, closing a stake of 40,170 shares — an estimated $2.33M sold.

Congress Asset Management first reported a position in CHL in Q2 2013 and held it in 13 quarters. The position peaked at $2.71M in Q4 2014. 320 funds tracked by Wall St. Rank hold CHL as of Q3 2016.

  • Congress Asset Management reported no remaining China Mobile Limited position as of Q3 2016 after selling out during the quarter.
  • Congress Asset Management sold 40,170 China Mobile Limited shares in Q3 2016, an estimated $2.33M.
  • Congress Asset Management first reported a position in China Mobile Limited in Q2 2013 and held it in 13 quarters.
  • Congress Asset Management's China Mobile Limited position peaked at $2.71M in Q4 2014.
  • 320 funds tracked by Wall St. Rank held China Mobile Limited as of Q3 2016.

Based on Congress Asset Management's 13F filing for Q3 2016, filed 14 Nov 2016.