CWA
CHL

Cypress Wealth Advisors’s China Mobile Limited CHL Stock Holding History

Cypress Wealth Advisors’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
2017
Q2 		– Sell
-6,325
Closed -$349K – 209
2017
Q1 		$349K Buy
6,325
+341
+6% +$19K 0.16% 118
2016
Q4 		$314K Buy
5,984
+3
+0.1% +$169 0.14% 128
2016
Q3 		$368K Buy
5,981
+453
+8% +$27.8K 0.17% 122
2016
Q2 		$320K Buy
5,528
+155
+3% +$8.72K 0.16% 124
2016
Q1 		$298K Sell
5,373
-7
-0.1% -$377 0.14% 133
2015
Q4 		$303K Buy
5,380
+120
+2% +$7.08K 0.15% 124
2015
Q3 		$313K Hold
5,260
– – 0.17% 122
2015
Q2 		$337K Buy
+5,260
New +$359K 0.2% 106

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Cypress Wealth Advisors's CHL Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of China Mobile Limited (CHL) in Q2 2017, closing a stake of 6,325 shares — an estimated $349K sold.

Cypress Wealth Advisors first reported a position in CHL in Q2 2015 and held it in 8 quarters. The position peaked at $368K in Q3 2016. 300 funds tracked by Wall St. Rank hold CHL as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining China Mobile Limited position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 6,325 China Mobile Limited shares in Q2 2017, an estimated $349K.
  • Cypress Wealth Advisors first reported a position in China Mobile Limited in Q2 2015 and held it in 8 quarters.
  • Cypress Wealth Advisors's China Mobile Limited position peaked at $368K in Q3 2016.
  • 300 funds tracked by Wall St. Rank held China Mobile Limited as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.