EHC
CHL

Everett Harris & Co’s China Mobile Limited CHL Stock Holding History

Everett Harris & Co’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
-382,720
Closed -$10.9M – 263
2020
Q4 		$10.9M Sell
382,720
-92,361
-19% -$2.85M 0.19% 51
2020
Q3 		$15.3M Buy
475,081
+62,071
+15% +$2.18M 0.3% 45
2020
Q2 		$13.9M Sell
413,010
-3,040
-0.7% -$113K 0.31% 42
2020
Q1 		$15.7M Buy
416,050
+115,921
+39% +$4.66M 0.4% 36
2019
Q4 		$12.7M Sell
300,129
-65,404
-18% -$2.64M 0.29% 45
2019
Q3 		$15.1M Sell
365,533
-773
-0.2% -$32.9K 0.37% 42
2019
Q2 		$16.6M Buy
366,306
+855
+0.2% +$39.8K 0.42% 41
2019
Q1 		$18.6M Sell
365,451
-8,390
-2% -$438K 0.48% 37
2018
Q4 		$17.9M Sell
373,841
-22,840
-6% -$1.1M 0.51% 36
2018
Q3 		$19.4M Buy
396,681
+38,870
+11% +$1.8M 0.49% 39
2018
Q2 		$15.9M Sell
357,811
-22,690
-6% -$1.04M 0.43% 40
2018
Q1 		$17.4M Sell
380,501
-46,584
-11% -$2.26M 0.48% 39
2017
Q4 		$21.6M Sell
427,085
-44,415
-9% -$2.24M 0.6% 38
2017
Q3 		$23.8M Sell
471,500
-58,573
-11% -$3.12M 0.72% 37
2017
Q2 		$28.1M Sell
530,073
-89,867
-14% -$4.88M 0.87% 30
2017
Q1 		$34.2M Sell
619,940
-5,630
-0.9% -$314K 1.12% 24
2016
Q4 		$32.8M Sell
625,570
-7,342
-1% -$412K 1.15% 25
2016
Q3 		$38.9M Sell
632,912
-6,825
-1% -$419K 1.38% 20
2016
Q2 		$37M Buy
639,737
+1,069
+0.2% +$60.1K 1.32% 21
2016
Q1 		$35.4M Sell
638,668
-10,785
-2% -$582K 1.27% 21
2015
Q4 		$36.6M Buy
649,453
+5,180
+0.8% +$306K 1.28% 24
2015
Q3 		$38.3M Buy
644,273
+1,885
+0.3% +$116K 1.41% 22
2015
Q2 		$41.2M Buy
642,388
+407
+0.1% +$27.8K 1.45% 22
2015
Q1 		$41.7M Buy
641,981
+8,220
+1% +$536K 1.43% 25
2014
Q4 		$37.3M Buy
633,761
+13,048
+2% +$782K 1.27% 27
2014
Q3 		$36.5M Buy
620,713
+3,410
+0.6% +$196K 1.32% 24
2014
Q2 		$30M Sell
617,303
-222,040
-26% -$10.6M 1.11% 27
2014
Q1 		$38.3M Sell
839,343
-614,500
-42% -$29.2M 1.42% 23
2013
Q4 		$76M Sell
1,453,843
-285,013
-16% -$15.2M 2.84% 10
2013
Q3 		$98.1M Sell
1,738,856
-42,805
-2% -$2.32M 4% 4
2013
Q2 		$92.2M Buy
+1,781,661
New +$94.2M 3.85% 4

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 $1.44B AUM 21.92% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.39B AUM
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

Everett Harris & Co's CHL Position: Q1 2021 in Review

Everett Harris & Co sold out of China Mobile Limited (CHL) in Q1 2021, closing a stake of 382,720 shares — an estimated $10.9M sold.

Everett Harris & Co first reported a position in CHL in Q2 2013 and held it in 31 quarters. The position peaked at $98.1M in Q3 2013. 25 funds tracked by Wall St. Rank hold CHL as of Q1 2021.

  • Everett Harris & Co reported no remaining China Mobile Limited position as of Q1 2021 after selling out during the quarter.
  • Everett Harris & Co sold 382,720 China Mobile Limited shares in Q1 2021, an estimated $10.9M.
  • Everett Harris & Co first reported a position in China Mobile Limited in Q2 2013 and held it in 31 quarters.
  • Everett Harris & Co's China Mobile Limited position peaked at $98.1M in Q3 2013.
  • 25 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2021.

Based on Everett Harris & Co's 13F filing for Q1 2021, filed 13 May 2021.