FWM
CHU

Focused Wealth Management’s China Unicom (HONG KONG) Limited CHU Stock Holding History

Focused Wealth Management’s Portfolio CHU Stock Details CHU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-400
Closed -$5K – 733
2014
Q1 		$5K Hold
400
– – ﹤0.01% 503
2013
Q4 		$6K Hold
400
– – 0.01% 467
2013
Q3 		$6K Buy
+400
New +$5.99K 0.01% 448

Other funds holding CHU

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Focused Wealth Management's CHU Position: Q2 2014 in Review

Focused Wealth Management sold out of China Unicom (HONG KONG) Limited (CHU) in Q2 2014, closing a stake of 400 shares — an estimated $5K sold.

Focused Wealth Management first reported a position in CHU in Q3 2013 and held it in 3 quarters. The position peaked at $6K in Q4 2013. 85 funds tracked by Wall St. Rank hold CHU as of Q2 2014.

  • Focused Wealth Management reported no remaining China Unicom (HONG KONG) Limited position as of Q2 2014 after selling out during the quarter.
  • Focused Wealth Management sold 400 China Unicom (HONG KONG) Limited shares in Q2 2014, an estimated $5K.
  • Focused Wealth Management first reported a position in China Unicom (HONG KONG) Limited in Q3 2013 and held it in 3 quarters.
  • Focused Wealth Management's China Unicom (HONG KONG) Limited position peaked at $6K in Q4 2013.
  • 85 funds tracked by Wall St. Rank held China Unicom (HONG KONG) Limited as of Q2 2014.

Based on Focused Wealth Management's 13F filing for Q2 2014, filed 30 Jul 2014.