FP
CHL

Financial Perspectives’s China Mobile Limited CHL Stock Holding History

Financial Perspectives’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
-585
Closed -$16.7K – 644
2020
Q4 		$16.7K Hold
585
– – 0.01% 352
2020
Q3 		$18.8K Hold
585
– – 0.01% 299
2020
Q2 		$19.7K Hold
585
– – 0.01% 275
2020
Q1 		$22K Hold
585
– – 0.02% 231
2019
Q4 		$24.7K Buy
+585
New +$23.6K 0.02% 235

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 $645M AUM 27.59% 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 $384M AUM 21.52% 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 $10.1B AUM 29.18% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Financial Perspectives's CHL Position: Q1 2021 in Review

Financial Perspectives sold out of China Mobile Limited (CHL) in Q1 2021, closing a stake of 585 shares — an estimated $16.7K sold.

Financial Perspectives first reported a position in CHL in Q4 2019 and held it in 5 quarters. The position peaked at $24.7K in Q4 2019. 25 funds tracked by Wall St. Rank hold CHL as of Q1 2021.

  • Financial Perspectives reported no remaining China Mobile Limited position as of Q1 2021 after selling out during the quarter.
  • Financial Perspectives sold 585 China Mobile Limited shares in Q1 2021, an estimated $16.7K.
  • Financial Perspectives first reported a position in China Mobile Limited in Q4 2019 and held it in 5 quarters.
  • Financial Perspectives's China Mobile Limited position peaked at $24.7K in Q4 2019.
  • 25 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2021.

Based on Financial Perspectives's 13F filing for Q1 2021, filed 10 Jan 2024.