EWA
CHL

Evolution Wealth Advisors’s China Mobile Limited CHL Stock Holding History

Evolution Wealth Advisors’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
2020
Q4 		– Sell
-294
Closed -$9K – 659
2020
Q3 		$9K Buy
294
+91
+45% +$3.19K ﹤0.01% 376
2020
Q2 		$7K Sell
203
-187
-48% -$6.92K ﹤0.01% 333
2020
Q1 		$15K Buy
+390
New +$15.7K 0.01% 180
2019
Q4 		– Sell
-198
Closed -$8K – 724
2019
Q3 		$8K Buy
+198
New +$8.43K ﹤0.01% 224

Other funds holding CHL

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evolution Wealth Advisors's CHL Position: Q4 2020 in Review

Evolution Wealth Advisors sold out of China Mobile Limited (CHL) in Q4 2020, closing a stake of 294 shares — an estimated $9K sold.

Evolution Wealth Advisors first reported a position in CHL in Q3 2019 and held it in 4 quarters. The position peaked at $15K in Q1 2020. 248 funds tracked by Wall St. Rank hold CHL as of Q4 2020.

  • Evolution Wealth Advisors reported no remaining China Mobile Limited position as of Q4 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 294 China Mobile Limited shares in Q4 2020, an estimated $9K.
  • Evolution Wealth Advisors first reported a position in China Mobile Limited in Q3 2019 and held it in 4 quarters.
  • Evolution Wealth Advisors's China Mobile Limited position peaked at $15K in Q1 2020.
  • 248 funds tracked by Wall St. Rank held China Mobile Limited as of Q4 2020.

Based on Evolution Wealth Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.