FCT
CHL

Family Capital Trust’s China Mobile Limited CHL Stock Holding History

Family Capital Trust’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
2015
Q4 		– Sell
-705
Closed -$42K – 86
2015
Q3 		$42K Hold
705
– – 0.02% 64
2015
Q2 		$45K Hold
705
– – 0.03% 60
2015
Q1 		$46K Sell
705
-160
-18% -$10.4K 0.03% 65
2014
Q4 		$51K Hold
865
– – 0.03% 71
2014
Q3 		$51K Hold
865
– – 0.03% 72
2014
Q2 		$42K Sell
865
-175
-17% -$8.39K 0.02% 77
2014
Q1 		$47K Hold
1,040
– – 0.03% 77
2013
Q4 		$54K Hold
1,040
– – 0.03% 77
2013
Q3 		$59K Hold
1,040
– – 0.04% 80
2013
Q2 		$54K Buy
+1,040
New +$55K 0.03% 83

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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Family Capital Trust's CHL Position: Q4 2015 in Review

Family Capital Trust sold out of China Mobile Limited (CHL) in Q4 2015, closing a stake of 705 shares — an estimated $42K sold.

Family Capital Trust first reported a position in CHL in Q2 2013 and held it in 10 quarters. The position peaked at $59K in Q3 2013. 318 funds tracked by Wall St. Rank hold CHL as of Q4 2015.

  • Family Capital Trust reported no remaining China Mobile Limited position as of Q4 2015 after selling out during the quarter.
  • Family Capital Trust sold 705 China Mobile Limited shares in Q4 2015, an estimated $42K.
  • Family Capital Trust first reported a position in China Mobile Limited in Q2 2013 and held it in 10 quarters.
  • Family Capital Trust's China Mobile Limited position peaked at $59K in Q3 2013.
  • 318 funds tracked by Wall St. Rank held China Mobile Limited as of Q4 2015.

Based on Family Capital Trust's 13F filing for Q4 2015, filed 28 Jan 2016.