Envestnet Asset Management
CHL

Envestnet Asset Management’s China Mobile Limited CHL Stock Holding History

Envestnet Asset 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
2021
Q1 		– Sell
-48,363
Closed -$1.38M – 3629
2020
Q4 		$1.38M Sell
48,363
-182,171
-79% -$5.63M ﹤0.01% 1998
2020
Q3 		$7.41M Buy
230,534
+14,464
+7% +$507K 0.01% 945
2020
Q2 		$7.27M Sell
216,070
-65,391
-23% -$2.42M 0.01% 929
2020
Q1 		$10.6M Buy
281,461
+89,697
+47% +$3.61M 0.01% 657
2019
Q4 		$8.11M Sell
191,764
-47,606
-20% -$1.92M 0.01% 881
2019
Q3 		$9.91M Sell
239,370
-13,844
-5% -$590K 0.01% 751
2019
Q2 		$11.5M Buy
253,214
+18,875
+8% +$878K 0.01% 671
2019
Q1 		$11.9M Buy
234,339
+158,280
+208% +$8.27M 0.02% 618
2018
Q4 		$3.65M Buy
+76,059
New +$3.66M 0.01% 1040
2018
Q3 		– Sell
-35,375
Closed -$1.57M – 3171
2018
Q2 		$1.57M Buy
35,375
+2,443
+7% +$112K ﹤0.01% 890
2018
Q1 		$1.51M Sell
32,932
-273,720
-89% -$13.3M ﹤0.01% 804
2017
Q4 		$15.5M Sell
306,652
-4,917
-2% -$247K 0.03% 291
2017
Q3 		$15.8M Buy
311,569
+10,509
+3% +$560K 0.04% 278
2017
Q2 		$16M Buy
301,060
+21,408
+8% +$1.16M 0.04% 261
2017
Q1 		$15.4M Buy
279,652
+3,370
+1% +$188K 0.05% 256
2016
Q4 		$14.5M Buy
276,282
+58,423
+27% +$3.28M 0.05% 261
2016
Q3 		$13.4M Sell
217,859
-20,588
-9% -$1.26M 0.05% 264
2016
Q2 		$13.8M Buy
238,447
+1,767
+0.7% +$99.4K 0.06% 293
2016
Q1 		$13.1M Buy
236,680
+6,343
+3% +$342K 0.06% 285
2015
Q4 		$13M Sell
230,337
-34,173
-13% -$2.02M 0.06% 280
2015
Q3 		$15.7M Sell
264,510
-36,383
-12% -$2.24M 0.08% 220
2015
Q2 		$19.3M Buy
300,893
+18,981
+7% +$1.3M 0.09% 214
2015
Q1 		$18.3M Buy
281,912
+254,928
+945% +$16.6M 0.09% 213
2014
Q4 		$1.59M Buy
26,984
+25,018
+1,273% +$1.5M 0.02% 437
2014
Q3 		$116K Sell
1,966
-559
-22% -$32.2K ﹤0.01% 1243
2014
Q2 		$123K Sell
2,525
-4,051
-62% -$194K ﹤0.01% 1150
2014
Q1 		$300K Sell
6,576
-30,124
-82% -$1.43M ﹤0.01% 788
2013
Q4 		$1.92M Buy
36,700
+1,741
+5% +$92.6K 0.02% 312
2013
Q3 		$1.97M Buy
34,959
+413
+1% +$22.3K 0.02% 287
2013
Q2 		$1.79M Buy
+34,546
New +$1.83M 0.02% 295

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 $1.67B AUM 28.26% 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

Envestnet Asset Management's CHL Position: Q1 2021 in Review

Envestnet Asset Management sold out of China Mobile Limited (CHL) in Q1 2021, closing a stake of 48,363 shares — an estimated $1.38M sold.

Envestnet Asset Management first reported a position in CHL in Q2 2013 and held it in 30 quarters. The position peaked at $19.3M in Q2 2015. 25 funds tracked by Wall St. Rank hold CHL as of Q1 2021.

  • Envestnet Asset Management reported no remaining China Mobile Limited position as of Q1 2021 after selling out during the quarter.
  • Envestnet Asset Management sold 48,363 China Mobile Limited shares in Q1 2021, an estimated $1.38M.
  • Envestnet Asset Management first reported a position in China Mobile Limited in Q2 2013 and held it in 30 quarters.
  • Envestnet Asset Management's China Mobile Limited position peaked at $19.3M in Q2 2015.
  • 25 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2021.

Based on Envestnet Asset Management's 13F filing for Q1 2021, filed 4 May 2021.