CWM
CHL

Cornerstone Wealth Management’s China Mobile Limited CHL Stock Holding History

Cornerstone Wealth 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
2018
Q4 		– Sell
-15,040
Closed -$299K – 1333
2018
Q3 		$299K Sell
15,040
-4,660
-24% -$215K ﹤0.01% 1076
2018
Q2 		$445K Buy
+19,700
New +$907K 0.01% 1053

Other funds holding CHL

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Cornerstone Wealth Management's CHL Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of China Mobile Limited (CHL) in Q4 2018, closing a stake of 15,040 shares — an estimated $299K sold.

Cornerstone Wealth Management first reported a position in CHL in Q2 2018 and held it in 2 quarters. The position peaked at $445K in Q2 2018. 329 funds tracked by Wall St. Rank hold CHL as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining China Mobile Limited position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 15,040 China Mobile Limited shares in Q4 2018, an estimated $299K.
  • Cornerstone Wealth Management first reported a position in China Mobile Limited in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's China Mobile Limited position peaked at $445K in Q2 2018.
  • 329 funds tracked by Wall St. Rank held China Mobile Limited as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.