EWM
CHL

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

Evercore 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
2013
Q4 		– Sell
-197
Closed -$11K – 1051
2013
Q3 		$11K Buy
+197
New +$10.7K ﹤0.01% 749

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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
RFS
Rockefeller Financial Services New York $6.34B AUM 27.35% 1-Year Est. Return
VM
Valinor Management New York $32.2M AUM 44.16% 1-Year Est. Return

Evercore Wealth Management's CHL Position: Q4 2013 in Review

Evercore Wealth Management sold out of China Mobile Limited (CHL) in Q4 2013, closing a stake of 197 shares — an estimated $11K sold.

Evercore Wealth Management first reported a position in CHL in Q3 2013 and held it in 1 quarter. The position peaked at $11K in Q3 2013. 298 funds tracked by Wall St. Rank hold CHL as of Q4 2013.

  • Evercore Wealth Management reported no remaining China Mobile Limited position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 197 China Mobile Limited shares in Q4 2013, an estimated $11K.
  • Evercore Wealth Management first reported a position in China Mobile Limited in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's China Mobile Limited position peaked at $11K in Q3 2013.
  • 298 funds tracked by Wall St. Rank held China Mobile Limited as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.