Creative Planning
CHL

Creative Planning’s China Mobile Limited CHL Stock Holding History

Creative Planning’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
-34,371
Closed -$981K – 2800
2020
Q4 		$981K Buy
34,371
+20,880
+155% +$645K ﹤0.01% 960
2020
Q3 		$434K Buy
13,491
+5,168
+62% +$181K ﹤0.01% 1207
2020
Q2 		$280K Buy
8,323
+48
+0.6% +$1.78K ﹤0.01% 1355
2020
Q1 		$312K Buy
+8,275
New +$333K ﹤0.01% 1167
2019
Q3 		– Sell
-4,854
Closed -$220K – 2174
2019
Q2 		$220K Sell
4,854
-272
-5% -$12.7K ﹤0.01% 1556
2019
Q1 		$261K Buy
5,126
+21
+0.4% +$1.1K ﹤0.01% 1414
2018
Q4 		$245K Buy
5,105
+568
+13% +$27.4K ﹤0.01% 1357
2018
Q3 		$222K Sell
4,537
-15
-0.3% -$693 ﹤0.01% 1610
2018
Q2 		$202K Sell
4,552
-1,895
-29% -$87.2K ﹤0.01% 1635
2018
Q1 		$295K Buy
6,447
+128
+2% +$6.21K ﹤0.01% 1352
2017
Q4 		$319K Sell
6,319
-881
-12% -$44.3K ﹤0.01% 1331
2017
Q3 		$364K Buy
7,200
+2,140
+42% +$114K ﹤0.01% 1215
2017
Q2 		$269K Sell
5,060
-1,747
-26% -$94.9K ﹤0.01% 1353
2017
Q1 		$376K Sell
6,807
-853
-11% -$47.6K ﹤0.01% 1138
2016
Q4 		$402K Sell
7,660
-274
-3% -$15.4K ﹤0.01% 1030
2016
Q3 		$488K Sell
7,934
-121
-2% -$7.42K ﹤0.01% 908
2016
Q2 		$466K Sell
8,055
-723
-8% -$40.7K ﹤0.01% 810
2016
Q1 		$487K Buy
8,778
+463
+6% +$25K ﹤0.01% 758
2015
Q4 		$468K Sell
8,315
-331
-4% -$19.5K ﹤0.01% 792
2015
Q3 		$514K Buy
+8,646
New +$533K ﹤0.01% 733
2015
Q2 		– Sell
-5,928
Closed -$386K – 4168
2015
Q1 		$386K Buy
5,928
+385
+7% +$25.1K ﹤0.01% 852
2014
Q4 		$326K Buy
5,543
+555
+11% +$33.2K ﹤0.01% 897
2014
Q3 		$293K Buy
4,988
+1,041
+26% +$59.9K ﹤0.01% 876
2014
Q2 		$192K Buy
3,947
+202
+5% +$9.69K ﹤0.01% 1056
2014
Q1 		$171K Sell
3,745
-990
-21% -$47K ﹤0.01% 1078
2013
Q4 		$248K Buy
4,735
+1,060
+29% +$56.4K ﹤0.01% 767
2013
Q3 		$207K Sell
3,675
-702
-16% -$38K ﹤0.01% 751
2013
Q2 		$227K Buy
+4,377
New +$231K 0.01% 644

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

Creative Planning's CHL Position: Q1 2021 in Review

Creative Planning sold out of China Mobile Limited (CHL) in Q1 2021, closing a stake of 34,371 shares — an estimated $981K sold.

Creative Planning first reported a position in CHL in Q2 2013 and held it in 28 quarters. The position peaked at $981K in Q4 2020. 25 funds tracked by Wall St. Rank hold CHL as of Q1 2021.

  • Creative Planning reported no remaining China Mobile Limited position as of Q1 2021 after selling out during the quarter.
  • Creative Planning sold 34,371 China Mobile Limited shares in Q1 2021, an estimated $981K.
  • Creative Planning first reported a position in China Mobile Limited in Q2 2013 and held it in 28 quarters.
  • Creative Planning's China Mobile Limited position peaked at $981K in Q4 2020.
  • 25 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2021.

Based on Creative Planning's 13F filing for Q1 2021, filed 30 Apr 2021.