GI
CHL

Gradient Investments’s China Mobile Limited CHL Stock Holding History

Gradient Investments’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
-12,842
Closed -$413K – 1364
2020
Q4 		$413K Sell
12,842
-1,302
-9% -$40.2K 0.02% 211
2020
Q3 		$455K Buy
14,144
+1,520
+12% +$53.3K 0.02% 207
2020
Q2 		$425K Sell
12,624
-20,324
-62% -$752K 0.02% 203
2020
Q1 		$1.24M Sell
32,948
-3,572
-10% -$144K 0.07% 157
2019
Q4 		$1.54M Buy
36,520
+3,543
+11% +$143K 0.07% 157
2019
Q3 		$1.36M Sell
32,977
-1,031
-3% -$43.9K 0.07% 176
2019
Q2 		$1.54M Buy
34,008
+11,635
+52% +$541K 0.08% 151
2019
Q1 		$1.14M Sell
22,373
-19,303
-46% -$1.01M 0.07% 120
2018
Q4 		$2M Sell
41,676
-9,472
-19% -$456K 0.12% 94
2018
Q3 		$2.5M Buy
51,148
+2,152
+4% +$99.4K 0.13% 103
2018
Q2 		$2.17M Buy
48,996
+7,497
+18% +$345K 0.12% 112
2018
Q1 		$1.9M Buy
41,499
+12,887
+45% +$625K 0.1% 124
2017
Q4 		$1.45M Buy
28,612
+7,115
+33% +$358K 0.08% 125
2017
Q3 		$1.09M Buy
21,497
+7,861
+58% +$419K 0.07% 124
2017
Q2 		$724K Buy
13,636
+8,894
+188% +$483K 0.05% 130
2017
Q1 		$262K Buy
4,742
+4,548
+2,344% +$254K 0.02% 199
2016
Q4 		$10K Buy
194
+30
+18% +$1.69K ﹤0.01% 458
2016
Q3 		$10K Hold
164
– – ﹤0.01% 466
2016
Q2 		$9K Hold
164
– – ﹤0.01% 460
2016
Q1 		$9K Buy
+164
New +$8.84K ﹤0.01% 462
2013
Q4 		– Sell
-72
Closed -$4K – 725
2013
Q3 		$4K Buy
+72
New +$3.9K ﹤0.01% 367

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 $1.44B AUM 21.92% 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

Gradient Investments's CHL Position: Q1 2021 in Review

Gradient Investments sold out of China Mobile Limited (CHL) in Q1 2021, closing a stake of 12,842 shares — an estimated $413K sold.

Gradient Investments first reported a position in CHL in Q3 2013 and held it in 21 quarters. The position peaked at $2.5M in Q3 2018. 25 funds tracked by Wall St. Rank hold CHL as of Q1 2021.

  • Gradient Investments reported no remaining China Mobile Limited position as of Q1 2021 after selling out during the quarter.
  • Gradient Investments sold 12,842 China Mobile Limited shares in Q1 2021, an estimated $413K.
  • Gradient Investments first reported a position in China Mobile Limited in Q3 2013 and held it in 21 quarters.
  • Gradient Investments's China Mobile Limited position peaked at $2.5M in Q3 2018.
  • 25 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2021.

Based on Gradient Investments's 13F filing for Q1 2021, filed 21 Apr 2021.