FFG
CHL

Fortem Financial Group’s China Mobile Limited CHL Stock Holding History

Fortem Financial Group’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
-770
Closed -$22K – 472
2020
Q4 		$22K Buy
+770
New +$23.8K 0.01% 307
2019
Q3 		– Sell
-5,286
Closed -$239K – 164
2019
Q2 		$239K Sell
5,286
-424
-7% -$19.7K 0.24% 94
2019
Q1 		$291K Sell
5,710
-44
-0.8% -$2.3K 0.3% 69
2018
Q4 		$276K Buy
+5,754
New +$277K 0.33% 67

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

Fortem Financial Group's CHL Position: Q1 2021 in Review

Fortem Financial Group sold out of China Mobile Limited (CHL) in Q1 2021, closing a stake of 770 shares — an estimated $22K sold.

Fortem Financial Group first reported a position in CHL in Q4 2018 and held it in 4 quarters. The position peaked at $291K in Q1 2019. 25 funds tracked by Wall St. Rank hold CHL as of Q1 2021.

  • Fortem Financial Group reported no remaining China Mobile Limited position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 770 China Mobile Limited shares in Q1 2021, an estimated $22K.
  • Fortem Financial Group first reported a position in China Mobile Limited in Q4 2018 and held it in 4 quarters.
  • Fortem Financial Group's China Mobile Limited position peaked at $291K in Q1 2019.
  • 25 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.