FPFS
CHL

First Personal Financial Services’s China Mobile Limited CHL Stock Holding History

First Personal Financial Services’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
-7,429
Closed -$212K – 329
2020
Q4 		$212K Sell
7,429
-745
-9% -$23K 0.06% 112
2020
Q3 		$263K Sell
8,174
-2,702
-25% -$94.8K 0.08% 100
2020
Q2 		$366K Sell
10,876
-660
-6% -$24.4K 0.13% 84
2020
Q1 		$435K Sell
11,536
-184
-2% -$7.4K 0.17% 79
2019
Q4 		$495K Sell
11,720
-796
-6% -$32.1K 0.16% 81
2019
Q3 		$519K Buy
12,516
+450
+4% +$19.2K 0.16% 86
2019
Q2 		$566K Sell
12,066
-1,461
-11% -$68K 0.16% 109
2019
Q1 		$713K Sell
13,527
-265
-2% -$13.8K 0.22% 92
2018
Q4 		$684K Hold
13,792
– – 0.24% 87
2018
Q3 		$697K Sell
13,792
-1,842
-12% -$85.1K 0.22% 94
2018
Q2 		$714K Sell
15,634
-1,376
-8% -$63.4K 0.24% 87
2018
Q1 		$799K Sell
17,010
-1,148
-6% -$55.7K 0.18% 110
2017
Q4 		$941K Buy
18,158
+50
+0.3% +$2.52K 0.18% 107
2017
Q3 		$939K Sell
18,108
-487
-3% -$25.9K 0.2% 102
2017
Q2 		$1.01M Sell
18,595
-267
-1% -$14.5K 0.22% 96
2017
Q1 		$1.07M Sell
18,862
-1,155
-6% -$64.5K 0.26% 88
2016
Q4 		$1.07M Buy
20,017
+215
+1% +$12.1K 0.28% 85
2016
Q3 		$1.25M Sell
19,802
-298
-1% -$18.3K 0.36% 74
2016
Q2 		$1.19M Sell
20,100
-650
-3% -$36.6K 0.41% 70
2016
Q1 		$1.15M Sell
20,750
-251
-1% -$13.5K 0.57% 52
2015
Q4 		$1.18M Sell
21,001
-1,220
-5% -$72K 0.67% 53
2015
Q3 		$1.35M Sell
22,221
-205
-0.9% -$12.6K 0.81% 46
2015
Q2 		$1.47M Buy
22,426
+167
+0.8% +$11.4K 0.88% 42
2015
Q1 		$1.48M Buy
22,259
+1,130
+5% +$73.7K 0.9% 42
2014
Q4 		$1.24M Buy
+21,129
New +$1.27M 0.73% 51

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 $545M AUM 19.05% 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 $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

First Personal Financial Services's CHL Position: Q1 2021 in Review

First Personal Financial Services sold out of China Mobile Limited (CHL) in Q1 2021, closing a stake of 7,429 shares — an estimated $212K sold.

First Personal Financial Services first reported a position in CHL in Q4 2014 and held it in 25 quarters. The position peaked at $1.48M in Q1 2015. 25 funds tracked by Wall St. Rank hold CHL as of Q1 2021.

  • First Personal Financial Services reported no remaining China Mobile Limited position as of Q1 2021 after selling out during the quarter.
  • First Personal Financial Services sold 7,429 China Mobile Limited shares in Q1 2021, an estimated $212K.
  • First Personal Financial Services first reported a position in China Mobile Limited in Q4 2014 and held it in 25 quarters.
  • First Personal Financial Services's China Mobile Limited position peaked at $1.48M in Q1 2015.
  • 25 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2021.

Based on First Personal Financial Services's 13F filing for Q1 2021, filed 29 Apr 2021.