EWMCB
CHL

EisnerAmper Wealth Management Corporate Benefits’s China Mobile Limited CHL Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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
2015
Q3 		– Sell
-5,828
Closed -$374K – 119
2015
Q2 		$374K Sell
5,828
-3,500
-38% -$239K 0.29% 63
2015
Q1 		$607K Buy
9,328
+400
+4% +$26.1K 0.46% 49
2014
Q4 		$525K Buy
+8,928
New +$535K 0.42% 53

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 $292M AUM 75.01% 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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's CHL Position: Q3 2015 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of China Mobile Limited (CHL) in Q3 2015, closing a stake of 5,828 shares — an estimated $374K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in CHL in Q4 2014 and held it in 3 quarters. The position peaked at $607K in Q1 2015. 300 funds tracked by Wall St. Rank hold CHL as of Q3 2015.

  • EisnerAmper Wealth Management Corporate Benefits reported no remaining China Mobile Limited position as of Q3 2015 after selling out during the quarter.
  • EisnerAmper Wealth Management Corporate Benefits sold 5,828 China Mobile Limited shares in Q3 2015, an estimated $374K.
  • EisnerAmper Wealth Management Corporate Benefits first reported a position in China Mobile Limited in Q4 2014 and held it in 3 quarters.
  • EisnerAmper Wealth Management Corporate Benefits's China Mobile Limited position peaked at $607K in Q1 2015.
  • 300 funds tracked by Wall St. Rank held China Mobile Limited as of Q3 2015.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q3 2015, filed 2 Oct 2015.