FCH
CHL

Freestone Capital Holdings’s China Mobile Limited CHL Stock Holding History

Freestone Capital Holdings’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
-58,574
Closed -$1.67M – 1293
2020
Q4 		$1.67M Sell
58,574
-6,765
-10% -$209K 0.1% 168
2020
Q3 		$2.1M Sell
65,339
-10,668
-14% -$374K 0.14% 149
2020
Q2 		$2.56K Sell
76,007
-43,727
-37% -$1.62M 0.03% 134
2020
Q1 		$4.51K Buy
119,734
+27,384
+30% +$1.1M 0.1% 73
2019
Q4 		$3.9K Sell
92,350
-95,471
-51% -$3.85M 0.08% 114
2019
Q3 		$7.78K Sell
187,821
-23,249
-11% -$990K 0.19% 37
2019
Q2 		$9.56K Sell
211,070
-27,888
-12% -$1.3M 0.24% 30
2019
Q1 		$12.2M Buy
238,958
+29,364
+14% +$1.53M 0.72% 35
2018
Q4 		$10.1M Sell
209,594
-8,087
-4% -$389K 0.68% 41
2018
Q3 		$10.7M Sell
217,681
-8,343
-4% -$386K 0.07% 46
2018
Q2 		$10M Buy
226,024
+15,572
+7% +$717K 0.06% 52
2018
Q1 		$9.63M Buy
210,452
+45,805
+28% +$2.22M 0.56% 50
2017
Q4 		$8.32M Sell
164,647
-5,651
-3% -$284K 0.58% 50
2017
Q3 		$8.61M Buy
170,298
+17,305
+11% +$922K 0.61% 49
2017
Q2 		$8.12M Buy
152,993
+29,522
+24% +$1.6M 0.63% 42
2017
Q1 		$6.82M Buy
123,471
+29,234
+31% +$1.63M 0.53% 41
2016
Q4 		$4.94M Buy
94,237
+51,464
+120% +$2.89M 0.42% 50
2016
Q3 		$2.63M Buy
42,773
+2,941
+7% +$180K 0.24% 88
2016
Q2 		$2.31M Buy
+39,832
New +$2.24M 0.23% 90
2015
Q2 		– Sell
-8,545
Closed -$556K – 239
2015
Q1 		$556K Sell
8,545
-16,618
-66% -$1.08M 0.09% 143
2014
Q4 		$1.48M Buy
25,163
+95
+0.4% +$5.69K 0.24% 58
2014
Q3 		$1.47M Sell
25,068
-63,811
-72% -$3.67M 0.25% 57
2014
Q2 		$4.32M Buy
88,879
+62,839
+241% +$3.01M 0.68% 31
2014
Q1 		$1.19M Buy
+26,040
New +$1.24M 0.21% 83

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

Freestone Capital Holdings's CHL Position: Q1 2021 in Review

Freestone Capital Holdings sold out of China Mobile Limited (CHL) in Q1 2021, closing a stake of 58,574 shares — an estimated $1.67M sold.

Freestone Capital Holdings first reported a position in CHL in Q1 2014 and held it in 24 quarters. The position peaked at $12.2M in Q1 2019. 25 funds tracked by Wall St. Rank hold CHL as of Q1 2021.

  • Freestone Capital Holdings reported no remaining China Mobile Limited position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 58,574 China Mobile Limited shares in Q1 2021, an estimated $1.67M.
  • Freestone Capital Holdings first reported a position in China Mobile Limited in Q1 2014 and held it in 24 quarters.
  • Freestone Capital Holdings's China Mobile Limited position peaked at $12.2M in Q1 2019.
  • 25 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.