EWM
CHL

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

Elite 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
2014
Q2 		– Sell
-79
Closed -$25K – 505
2014
Q1 		$25K Buy
+79
New +$3.75K 0.02% 176

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
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RFS
Rockefeller Financial Services New York $6.34B AUM 27.35% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Elite Wealth Management's CHL Position: Q2 2014 in Review

Elite Wealth Management sold out of China Mobile Limited (CHL) in Q2 2014, closing a stake of 7,900 shares — an estimated $360K sold.

Elite Wealth Management first reported a position in CHL in Q2 2013 and held it in 4 quarters. The position peaked at $360K in Q1 2014. 280 funds tracked by Wall St. Rank hold CHL as of Q2 2014.

  • Elite Wealth Management reported no remaining China Mobile Limited position as of Q2 2014 after selling out during the quarter.
  • Elite Wealth Management sold 7,900 China Mobile Limited shares in Q2 2014, an estimated $360K.
  • Elite Wealth Management first reported a position in China Mobile Limited in Q2 2013 and held it in 4 quarters.
  • Elite Wealth Management's China Mobile Limited position peaked at $360K in Q1 2014.
  • 280 funds tracked by Wall St. Rank held China Mobile Limited as of Q2 2014.

Based on Elite Wealth Management's 13F filing for Q2 2014, filed 23 Nov 2016.